Reporting to the Head of Investment Solutions Singapore, he/she is responsible to provide investment advisory to the clients and relationship managers (RMs) of South East Asia/North Asia team.

Key Responsibilities

Provides pro-active investment advice on multi-asset-class portfolios directly to Ultra High Net Worth Private Clients / Family Offices / RMs
Monitors client portfolios on a regular basis by performing regular portfolio reviews for clients and RMs, according to clients changing investment objectives and needs, as well as macro and market changes
Pro-actively contacts clients with meaningful portfolio updates and provides investment recommendations that are within the clients and bank's recommendation framework from a portfolio context and with disciplined / risk-controlled checks in place
Responsible for timely and adequate execution, confirmation and supervision of orders given by the client
Partners with RMs to engage in Asset Under Management (AUM) and Markets & Investment (MIS) products acquisition via various marketing activities (eg. Client meetings, presentation, investment proposals etc.)
Collaborates closely with other MIS teams on campaigns
Have a good understanding of all asset class to provide all-rounded solutions to RMs and Clients
Comply with all applicable legal, regulatory and internal compliance requirements
Maintain appropriate knowledge to ensure the advisor is fully qualified to undertake the role

Key Requirements

Relevant degree in Accounting/Banking and Finance from leading Business Schools or Universities
Minimum 10-15 years of working experience and 10 years of relevant experience in Wealth Management Investment Advisory
Additional certification such as CACS & CFA is preferred
In-depth understanding and observance of control, risk and banking regulations
Autonomous but able to collaborate as a member of a team
Open-minded, flexible and curious to learn new things
Strong written and verbal communication skills in English, as well as Chinese due to market coverage which requires regular dealings with native-speaking clients across North Asia/Greater China region.

Investment Advisor, North Asia

Investment Advisor, Private Wealth Management