int(6278)
Singapore, Singapore

Executive Director, Multi-Asset Investment Counsellor, Private Bank

An exciting opportunity to join a well-established Private Bank that offers diversify investment solutions to high net worth clients across the region.  The bank offers comprehensive financial products and investment solutions for their HNW clients.

The role will entail a combination of working closely with relationship managers and other in-house investment experts, in providing investment solutions to clients and prospects.

This is an exceptional opportunity for the right individual to join a fast-growing company.  The role offers an excellent platform for individuals looking for career progression into Private Banking. Our client offers a competitive package and the opportunity to build a long-term and rewarding business.

Position can be based in Singapore or Hong Kong

 

Please contact Gerda Lau at +65 6978 9656   for a confidential discussion or email your cv in word format to frontoffice@theedgepartnership.com

Only shortlisted candidates will be contacted.

EA Licence: 16S8131

Recruiter Licence: R1550679

 

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Key responsibilities

  • Proactive in communicating multi-asset investment ideas to Private Bankers and high net worth clients
  • Drive advisory product ideas
  • Active monitoring of client investment portfolios and conducting portfolio reviews
  • Ensuring consistently high levels of client satisfaction by delivering comprehensive wealth management solutions for clients

Role requirements

  • A minimum of ten years of investment counselling experience in private banking is mandatory
  • Solid multi-asset investment background with excellent knowledge of global financial markets and current affairs.
  • Fluent in Cantonese and Mandarin as the role is required to communicate with clients in these languages
  • Linguistic proficiency and cultural awareness
  • Good analytic, communication, presentation skills
  • Passionate about client service. Persistent and persuasive