Job description
Our client, a leading international bank, is looking for a highly driven and experienced investment specialist to join their team.
Key Responsibilities:
- Advise Premier clients on investment needs, goals, and risk tolerance build trusted relationships, collaborating with Relationship Managers
- Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds, and bonds
- Translating Chief Investment Officer (CIO) view into actionable investment insights for client portfolios
- Evaluate and recommend suitable investment solutions, specializing in structured products, mutual funds, and bonds, based on rigorous due diligence
- Advise clients on wealth lending solutions (e.g., Lombard lending) to complement their investment strategies.
- Coach Relationship Managers to enhance their investment acumen and ability to articulate solutions to clients
- Continuously monitor client portfolio performance, conduct proactive reviews, and recommend adjustments for clients
- Ensure strict adherence to regulatory requirements (Monetary Authority of Singapore) and internal policies, managing risks and ensuring fair client dealings
The ideal candidate will possess the following:
- Bachelor's degree in Finance, Economics, Business Administration
- CFA (Chartered Financial Analyst) or other relevant certifications like CFP (Certified Financial Planner) or CAIA (Chartered Alternative Investment Analyst) may also be beneficial
- Relevant experience in an investment advisory, portfolio management, or product specialist role within a private bank, wealth management firm, or asset management company
- Proven track record of advising and managing portfolios for High-Net-Worth (HNW) clients in Singapore or the Asia-Pacific region
- Strong background and demonstrable expertise in structured products, mutual funds (unit trusts), and fixed income (bonds).
