AVP, Investment Specialist - Singapore

Only for registered members Singapore

1 month ago

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Job summary

We are currently seeking a high calibre professional to join our team as an Assistant Vice President, Investment Specialist.


In This Role You Will Advise Premier clients on investment needs, goals, and risk tolerance; build trusted relationships, collaborating with Relationship Managers. Design and optimize Premier client portfolios focusing on strategic asset allocation using structured products mutual funds and bonds.Translating Chief Investment Officer CIO view into actionable investment insights for client portfolios Evaluate and recommend suitable investment solutions specializing in structured products mutual funds and bonds based on rigorous due diligence Advise clients on wealth lending solutions e.g Lombard lending to complement their investment strategies.Coach Relationship Managers to enhance their investment acumen and ability to articulate solutions to clients Continuously monitor client portfolio performance conduct proactive reviews and recommend adjustments for clients Ensure strict adherence to regulatory requirements Monetary Authority of Singapore and internal policies managing risks ensuring fair client dealings.


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