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Senior Investment Advisor

Job description

Our client, a leading foreign bank is looking for an experienced Senior Investment Advisor to join their expanding team.

Key Responsibilities: -

  • Partner with the onshore Premier Banking Relationship Manager to local onshore clients to provide timely and relevant investment advisory services given client's financial objectives and needs profile
  • Utilize in-house advisory platforms to deliver holistic investment advisory to clients
  • Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events
  • Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration

The ideal candidate will possess the following:

  • Degree Holder in the fields of Finance, Business, Economics or Banking
  • At least 5 years of experience in advisory role or similar capacity
  • Demonstrate Passion & affinity for the financial markets
  • Strong understanding of key products: Unit Trusts, Bonds, FX and Structured Products
  • Self-driven team player who takes initiative and detail oriented
  • Interpersonal and written communication skills, able to present information convincingly and concisely
  • Positive & Proactive mindset, keeping abreast of market developments and trends
  • Portfolio Management & Penetration
  • Understanding of Financial Markets & Concepts

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. License Number: 10C5117 EA Personal Registration Number: R1874269.
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