Investment Advisor, Private Banking

Employer
Aptitude Asia
Location
Singapore, Singapore
Salary
250000
Posted
07 Jun 2022
Closes
07 Jul 2022
Ref
15296765
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Be the technical strength assessing the needs and risk appetite for clients and translate this into proposals for overall asset allocation, specific products and investment services.
  • Follow up on the investments made in order to give the client, together with the private banker an ongoing level of investment advice which stands out in the competitive wealth management environment.
  • Proactively and substantially acquire profitable new investment business and increase existing client wallet share.
  • Provide feedback to the product specialist teams in order to further customise our product proposition to client needs.

Requirements:
  • In-depth and broad investment product knowledge as well as a strong understanding of broad asset allocation issues, and have the ability to assimilate complex investment information.
  • Have the technical skills and experience with respect to designing and /or selling of derivatives and structured products across asset classes.
  • At least 5 years of experience working in financial services.
  • Additional finance qualification (CFA, MBA, CAIA) is highly desirable.

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