Investment Advisor Active Portfolio Advisory recruitment
We have recently been engaged by a leading European private investment bank with an international presence and strong roots in Asia. As part of a recent expansion exercise, the private bank continues to strengthen their Singaporean internal infrastructure with the addition of a seasoned Investment Advisor, supporting the banks private clients with active portfolio advice and services.
Your day to day activities will include:
- Providing UHNW/ HNW clients Family Offices with up to date portfolio investment advice on multiple asset classes based on the banks investment strategy, in align with the clients risk appetite and performance objectives
- Continuously updating clients on their portfolio positions, monitoring the investment performance and client risk on a regular basis, pro actively contacting clients when portfolio updates are required while cross selling new product initiatives within the banks controlled risk framework
- Responsible for timely and adequate execution, confirmation and supervision of orders given by the client
- Keep up to date with market movements and trends, maintaining knowledge of both current and anticipated peaks across relevant markets and asset classes
Our ideal candidate should have the following requisites:
- Ten years of experience in a Portfolio Management / Advisory role, preferably within Private Bank working with HNW UHNW clients in Asia
- Strong understanding of Asian financial markets and investment trends
- CFA, CFP, CAIA, FRM certifications are a definite plus
- In-depth experience managing and advising on multi-asset-class private client portfolios, providing top to bottom investment solutions
- Strong knowledge of derivatives and derivative strategies and their use in structured products (for leverage, optimization and/or hedging) would be an advantage
- Ability to convincingly and concisely deliver clear, meaningful and well-structured information and complex messages simply
- Ability to communicate and present in English is a must, with an ideal addition of Asian languages (preference of Mandarin)
- Creativity / Flexibility to adapt approaches and solutions independently in complex and ever-changing market environments with a highly challenging client group under potentially significant time pressure
- Excellent people skills, high-impact and confident presence with strong sales and negotiation skills
- Ability to work in a team environment is a must, acting in a professional manner with a results driven attitude and client focused approach
Please contact Daniel Jones in strict confidence at dj@randstad.com.sg or call +65 6510 1356 / +64 9777 8038
January 9, 2012
• Tags: Investment Advisor Active Portfolio Advisory recruitment, Private Banking, Wealth Management careers in the Singapore • Posted in: Financial