Senior Investment Advisor 356087

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