int(6481)
Singapore

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

 

Please contact Gerda Lau on 65 6978 9656   or email your cv directly in word format with job reference no. Jo0000005213 to frontoffice@theedgepartnership.com

 

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful

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 five 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 Japanese as the role is required to communicate with Japanese clients in this language
  • Good analytic, communication, presentation skills
  • Passionate about client service. Persistent and persuasive