Description

Our client is one of the leading and biggest banks in the world. We are looking for Investment Specialists to join the bank and find good career progression within the organisation.

Job Responsibilities:

• Client Advisory & Relationship Management: Advise Premier clients on investment needs, goals, and risk tolerance; build trusted relationships, collaborating with Relationship Managers
• Strategic Portfolio Management: Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds, and bonds
• Market & Investment Research: Translating Chief Investment Officer (CIO) view into actionable investment insights for client portfolios
• Product Expertise & Due Diligence: Evaluate and recommend suitable investment solutions, specializing in structured products, mutual funds, and bonds, based on rigorous due diligence
• Wealth Lending Advisory: Advise clients on wealth lending solutions (e.g., Lombard lending) to complement their investment strategies.
• Relationship Manager Coaching & Knowledge Transfer: Coach Relationship Managers to enhance their investment acumen and ability to articulate solutions to clients
• Portfolio Monitoring & Reviews: Continuously monitor client portfolio performance, conduct proactive reviews, and recommend adjustments for clients
• Compliance & Risk Management: Ensure strict adherence to regulatory requirements (Monetary Authority of Singapore) and internal policies, managing risks and ensuring fair client dealings

Requirements:

• Bachelor's degree or higher in Finance, Economics, Business Administration, or a related quantitative field from a reputable university
• CMFAS (Capital Markets and Financial Advisory Services Examination) Modules: Essential for licensing in Singapore (e.g RES1B, RES5, CM-EIP, CM-SIP, M8, M8A)
• CFA (Chartered Financial Analyst) or A Master's degree is preferred. Other relevant certifications like CFP (Certified Financial Planner) or CAIA (Chartered Alternative Investment Analyst) may also be beneficial
• Advanced relevant experience in an investment advisory, portfolio management, or product specialist role within a private bank, wealth management firm, or asset management company
• Proven track record of advising and managing portfolios for High-Net-Worth (HNW) clients in Singapore or the Asia-Pacific region
• Strong background and demonstrable expertise in structured products, mutual funds (unit trusts), and fixed income (bonds). Experience with other asset classes and wealth lending solutions is a significant advantage

Only shortlisted candidates will be contacted.