Investment Advisor, Private Wealth Management

Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space

Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients financial goals and market conditions.

Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions.

Deliver up-to-date market intelligence and high-quality financial offerings within private banking parameters to sophisticated investors

Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field

Experience: 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.

Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products.

Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.

Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.