Connecting...

Location
Singapore
Salary
SGD100000 - SGD120000 per annum
Job Type
Permanent
Ref
BH-23774
Contact
Zheng Yee Tan
Contact email
Email Zheng
Posted
大约 16 小时 前
Take on a high-impact commercial role within a regional financial institution - providing bespoke investment advice and driving client-focused strategies for ultra/high-net-worth individuals.

What You’ll Do
  • Conduct comprehensive financial assessments to understand each client’s investment goals, risk appetite, and overall financial circumstances.
  • Design and implement tailored investment strategies aligned with client objectives and shifting market conditions.
  • Execute trades and manage portfolio allocations proactively to optimize performance and mitigate risk.
  • Build and maintain trusted client relationships through regular engagement and long-term portfolio oversight.
  • Partner with internal teams to stay abreast of product developments, market trends, and regulatory changes.

Who You Are
  • A finance professional with a minimum of 8 years' experience in wealth management, investment counselling, or advisory roles.
  • Degree-qualified in Finance, Economics, or a related discipline; advanced certifications (e.g. CFA, CFP, CACS) are highly regarded.
  • Strong knowledge of financial markets, investment products, and portfolio construction methodologies.
  • Excellent communicator with a proven ability to engage and influence senior stakeholders and sophisticated clients.
  • If you’re looking to take the next step in your private wealth career with a forward-looking platform, we’d love to hear from you.

Reg No. R22104718
BeathChapman Pte Ltd
Licence no. 16S8112