Senior Investment Advisor - Singapore - Ambition

Ambition

Verified Company

Singapore

6 days ago

Posted by:

Wei Jie

beBee Recruiter

Description

Key Responsibilities:

Partner with Premier Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client's financial objectives and needs profile.
Utilise inhouse 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.
Degree Holder in the fields of either Finance, Business, Economics or Banking with 5 years of experience in advisory role or similar capacity.
Demonstrate passion and affinity for the financial markets.
Strong understanding of key products: Unit Trusts, Bonds, FX and Structured Products.
Fluent in both written and verbal communications, and an ability to articulate information, ideas and solutions to client succinctly.
Selfdriven team player who takes initiative and detail oriented.

Data provided is for recruitment purposes only

Business Registration Number:
D

License Number:
10C5117 EA

Personal Registration Number:

R
LI-CP1