Investment Advisor, Greater China / SEA (Private Bank)

Responsibilities

As the successful candidate, you will be responsible for:

• Providing sound investment advice to Relationship Managers and identifying suitable investment opportunities for Private Banking clients
• Keeping abreast of market updates and regulations within the investment landscapes
• Conducting portfolio review for clients on a regular basis to ensure that their investment portfolio is in line with expectations and recommendations

Requirements

• Tertiary education with a strong academic track record in the related disciplines of Banking and Finance, Economics, Mathematics and Accounting
• Minimum 5 years of experience working in a similar field in a Private Banking or Wealth Management set-up
• Strong knowledge across all investment product classes
• Self-driven, highly motivated and able to work as a team player
• Note: If you are keen on the role covering the Greater China markets, high proficiency in Mandarin is mandatory to liaise with these clients

Please reach out to [email protected] for a confidential discussion.

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