Investment Advisor

Location: Singapore
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: Negotiable
REF: BBBH245368_1621214951

Responsibilities: -

  • Work and partner with Premier Banking Relationship Manager and provide timely and relevant investment advisory given client's financial objectives and needs profile.
  • Utilise in-house advisory platforms to deliver holistic investment advisory to clients
  • Facilitate book building of Structured products orders in a cost-effective, speedy and accurate manner
  • Comply with all applicable money laundering prevention procedures and report any suspicious activity to the Transaction Monitoring Unit
  • Key Measurable:
  • Meeting IA's scorecard via a combination of financial (Revenue, AUM, RM Participation Rate) and non-financial (Portfolio Reviews, Advocating WM house views and Sales & Service Quality) metrics

The ideal candidate will possess the following:

  • Bachelor's degree holder with at least 5 years of experience in advisory role or similar capacity
  • Experience in Portfolio Penetration
  • Advanced Financial Markets & Concepts
  • Product Knowledge & Advisory Service
  • Self-Starter with strong Interpersonal and communication skills

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.


Data provided is for recruitment purposes only Business Registration Number: 200611680D. Licence Number: 10C5117 EA Personal Registration Number: R1874269.
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