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BEATHCHAPMAN (PTE. LTD.)
Investment Advisor (Private Wealth - North Asia Team)BEATHCHAPMAN (PTE. LTD.) • Islandwide, SG
No longer accepting applications
Investment Advisor (Private Wealth - North Asia Team)

Investment Advisor (Private Wealth - North Asia Team)

BEATHCHAPMAN (PTE. LTD.) • Islandwide, SG
6 days ago
Job description
Roles & Responsibilities

The Client is an established private wealth platform and they are expanding their team of investment advisers to bring greater value to their clients.

Job Responsibilities

  • Work closely with relationship managers to understand clients investment needs & preferences and risk appetite, thereafter, providing sound recommendations and advisory.

  • An ideal candidate should have a strong understanding of investment products such as UTs, Bonds, Equities & structured products.

  • Keep up with market trends & news and provide timely updates to the relationship managers & clients.

  • Work together with the team and contribute to the production of collaterals for internal and external stakeholders.

  • Adhere to all company policies & regulations.

Skills and experience required

  • Minimum 3 years of relevant investment advisory experience

  • Good communication & interpersonal skills

  • Good understanding of financial markets & investment instruments

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112


Tell employers what skills you have

Wealth Management
Investment Advisory
Asset Allocation
Due Diligence
Structured Products
Investments
Private Banking
Financial Markets
Compliance
Portfolio Management
Presentation Skills
Equities
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Investment Advisor (Private Wealth - North Asia Team) • Islandwide, SG

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