WorkClass
Singapore/Jobs/Senior Investment Advisor/

Senior Investment Advisor 356087

No data yet

$5000 to $8000 (Monthly)

Posted a year ago

THE ROLE


Deliver investment advice that meets client’s financial objectives and profile needs

Partner with the Priority Banking Relationship Manager to provide timely and relevant investment advisory services given client’s financial objectives and needs profile

Utilize in-house advisory platforms to deliver holistic investment advisory to clients

Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events

Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration


REQUIREMENTS


Degree Holder in the fields of either Finance, Business, Economics or Banking

5 years of experience in advisory role or similar capacity

Demonstrate Passion & affinity for the financial markets

Strong understanding of key products: Unit Trusts, Bonds, FX and Structured Products

Linguistic proficiency and cultural awareness

Self-driven team player who takes initiative and detail oriented

Understanding and familiar of cross border rules and regulations

If you have questions about this job, please click on apply. The employer will contact you then.

More about CA SEARCH PTE. LTD.

CA SEARCH PTE. LTD.
CA SEARCH PTE. LTD.
No address provided

CA-Search is a specialist executive search firm started in 2003 that delivers Executive Search recruitment solutions to clients across Asia within FSI and Banking, InfoComm, Supply Chain Management, Chemicals, Industrial and FMCG markets.  



With the current team of 12 seasoned headhunters and a strong local database, we are currently expanding our Singapore operation located in Raffles Place.