Job Purpose:
Managing the investments of regional high net worth and ultra-high net worth across various assets classes including unit trusts, equities, fixed income, FX and structured products. The Investment Consultant is responsible for proposing holistic investment solutions to clients that are suitable to their risk profile and in line with house view while ensuring the existence of strong governance and control, focusing on achieving financial objectives and product penetrations of the departments. The Investment Consultant will also provide training to enhance the investment knowledge of the relationship managers (RM) and the team.
Job Responsibilities:
· Investment Advisory and Client Development
· Provide investment solutions and manage investment portfolios of high net worth clients from the region including Singapore, Malaysia, Indonesia, The Philippines and Greater China.
· Responsible for monitoring of the day-to-day market macro-economic conditions and track the clients’ portfolio performance while ensuring that client’s portfolio are within the risk tolerance as stated during the client’s on boarding process.
· Development of RM overall understanding of the investment climate, strategies and products
· Ensuring compliance management and monitoring through strict adherence to regulatory requirements and internal compliance protocols within the department.
Job Requirements:
· Degree / Masters Degree in Finance, Business or Accountancy
· Possess / Pass the requisite licenses as stipulated by the regulators
· Qualification in relevant industry accreditations such as Chartered Financial Analyst an added advantage
· Minimum working experience of 7 years in the financial industry with a minimum of 5 years of experience in investment advisory or relevant roles
· Demonstrated collaborative skills and team work
Please note only shortlisted candidates will be notified.
