Senior Investment Advisor, North Asia/ASEAN
at The Edge Partnership
Singapore, Southeast, Singapore -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 07 Jul, 2024 | USD 160000 Annual | 08 Apr, 2024 | N/A | Investment Advisory,Interpersonal Skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
Main responsibilities:
- Well skilled in the implementation and oversight of investment portfolios, as well as in providing advice and guidance on markets and actionable investment ideas
- Team oriented and collaborative, able to leverage a wide array of internal partners to achieve positive client outcomes
- Pitch alongside with Relationship Managers for potential new-to-bank business
- Responsible to assess investment suitability, identify product opportunities, providing bespoke portfolio advice and after sales portfolio monitoring
- Portfolio covers across multi asset classes, markets and jurisdictions
Requirements:
- Business proficiency in Bahasa/Chinese is a must as this role supports offshore clients
- Strong track record in investment advisory and/or portfolio management
- Strong communication, and interpersonal skills
- Ability to adapt and thrive in a fast-paced environment
Please contact Kelly Phun by emailing your cv directly in word format to frontoffice@theedgepartnership.com
Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.
EA License : 16S8131
Recruiter Licence: R121971
Responsibilities:
- Well skilled in the implementation and oversight of investment portfolios, as well as in providing advice and guidance on markets and actionable investment ideas
- Team oriented and collaborative, able to leverage a wide array of internal partners to achieve positive client outcomes
- Pitch alongside with Relationship Managers for potential new-to-bank business
- Responsible to assess investment suitability, identify product opportunities, providing bespoke portfolio advice and after sales portfolio monitoring
- Portfolio covers across multi asset classes, markets and jurisdiction
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Banking / Insurance
Finance
Graduate
Proficient
1
Singapore, Singapore