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Investment Advisor (Team Lead)

Job description

Responsibilities: -

  • To provide investment advice to clients and Relationship Managers (RMs) to meet client's desired risk/investment performance requirements
  • To manage a team of investment advisors
  • Key Products: Unit Trust, Bond, Structured Product and FX
  • To assess client's risk appetite, investment preference and return expectations during joint engagement with the Relationship Manager at client meeting sessions
  • To utilise in-house advisory platforms to deliver holistic investment advisory to clients
  • To monitor market returns and provide regular and timely feedback/ advisory to client
  • To create, communicate and share investment ideas/views to both internal and external stakeholders
  • To promote and support Digital Advisory


The ideal candidate will possess the following:

  • Degree Holder with at least 10+ years of experience in advisory role or similar capacity
  • Supervisory Experience is advantageous
  • Experience in Portfolio Penetration
  • Advanced Financial Markets & Concepts
  • Product Knowledge & Advisory Service
  • Regulatory Knowledge
  • Self-Starter with strong Interpersonal and communication skills
  • Strong command of Mandarin is advantageous as it would require engaging Chinese speaking Clients from North Asia and with ASEAN

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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