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Job Details

Location
Singapore
Salary
Competitive
Job Type
Permanent
Ref
BH-165163
Contact
Christopher Poh
Contact email
Email Christopher
Contact phone
65 6692 2202
Posted
almost 3 years ago
Responsibilities
  • Responsible for providing multi-asset investment advisory to relationship managers and UHNW clients with minimum AUM of 5mio USD.
  • Assessing clients’ risk appetite, investment preference and return expectations and offer appropriate investment solutions
  • Providing portfolio review and tactical asset allocation across multi-asset investment products.
  • Offer private banking products and quality investment services within guidelines, and provide up-to-date key market information to relationship managers and (ultra) high net worth clients.
Requirements
  • 8-10 years of relevant experience, preferably in Private Banking. CFA preferred
  • Strong knowledge on multi asset classes and investment products (Both traditional and alternatives investment products.)
  • Excellent English language skills, oral and written. Business Mandarin will be an advantage

EA Personnel No R1766057
BeathChapman Pte Ltd
Licence No 16S8112