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
