Senior Investment Advisor (Offshore)

Key Responsibilities:

• Partner with the Premier Banking Relationship Managers 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 either Finance, Business, Economics or Banking
• 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
• Fluent in both written and verbal business communication, and an ability to articulate information, ideas and solutions to client succinctly.
• Experience in Managing Malaysia, Indonesia, ROW Markets
• Good understanding and command of Bahasa Indonesia as the incumbent will be supporting Malaysia and Indonesia Markets.
• Self-driven team player who takes initiative and detail oriented
• Understanding and familiar of cross border rules and regulations

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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