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Senior Investment Advisor (Offshore)

Job description

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 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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