REQUIREMENTS:

• Degree in Business/ Finance or equivalent
• CACS Papers 1 & 2
• Demonstrated experience in servicing HNW clients within the wealth management covering APAC, with proven tracked records in providing investment advice & solutions, further strengthening your relationships with new or existing clients.
• Relevant education in Banking, Business and Finance related discipline.
• Excellent communicator with good presentation skills.

• Implementation and overseeing investment solutions, providing strong guidance & advice on the current market to take action on investment strategies & ideas.
• Function as the primary contact with the client and serve as the client’s trusted investment advisor by providing in-depth knowledge on both traditional & alternative investments
• Driving profitable growth by acquiring, developing and servicing long-term relationships with HNW clients
• Providing an optimised client service & cross-marketing opportunity for potential and existing clients to deepen relationships with the Client Advisor and build a successful practice within the organisation.
• Effectively communicate and work with Client Advisors to prospect for new investment business