Investment Consultant - Private Bank

Salary :

$150,000 - 200,000 yearly

Company : Ethos Beathchapman

Job Type : Full Time

Singapore

Job Description - Investment Consultant - Private Bank

A regional bank in Singapore is hiring an Investment Consultant to manage a book of U/HNW clients across Southeast Asia and Greater China.

Responsibilities:

Give investment advice to HNW/UHNW clients across equities, fixed income, FX, structured products, and funds
Build and manage client portfolios based on their risk profile and the bank's house view
Keep tabs on markets and make sure client portfolios stay within their risk limits
Work with Relationship Managers to help them structure portfolios and prepare for client meetings
Keep all client documentation and advisory records clean and compliant

Ideal Requirements:

Degree in Finance, Business, or Accountancy
CACS 1 & CACS 2 is highly preferred
Additional qualifications such as CFA are welcomed but not required
At least 5+ years of investment advisory work in financial services

R22104718
BeathChapman Pte Ltd
Licence no. 16S8112

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Investment Consultant - Private Bank

Job Description - Investment Consultant - Private Bank

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