Senior Investment Advisor, North Asia/ASEAN

at  The Edge Partnership

Singapore, Southeast, Singapore -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate07 Jul, 2024USD 160000 Annual08 Apr, 2024N/AInvestment Advisory,Interpersonal SkillsNoNo
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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