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Senior Investment Advisor

Options Group Singapore
Posted 6 days ago In-Office Job Permanent S$260k - S$380k
C
Posted by
Charlie Thorp
Recruiter
This is a client-facing role within Investments team - Active Advisor partners with Relationship Managers to service clients, who require frequent interaction with a seasoned investment specialist. Active Advisor is expected to provide timely and unbiased investment advice on single stocks, bonds, structured products, FX, derivatives, mutual funds and private market investments in a scalable manner. Active Advisor is expected to regularly monitor client portfolios for performance, risk and opportunities A team player in executing the Active Advisory team vision. Proactive and self-starter in taking initiative to build and manage own portfolio of tagged accounts

Requirements:

1.            Extensive experience

A seasoned professional with more than 10 years of experience in the dynamic financial industry, primarily honed within international private banks.

2.            Investment expertise

Proven track record in multi-asset investment counselling, leveraging robust analytical skills, deep security, derivative, and structured product, fund and private market product knowledge to deliver sound and insightful advice.

Extensive experience in advising clients on navigating the complexities of global capital market securities

3.            Quantitative finance skills

Mathematically trained with sound experience in applying quantitative skills to systematically evaluate portfolio risk and to identify optimal product solutions for client-centric recommendations.

4.            Communication and language skills

Fluent in Cantonese, Mandarin, and English (both written and spoken), enabling seamless communication with diverse clientele and colleagues.

5.            Personal qualities

Energetic, hard-working, and self-motivated individual with a collaborative spirit and a dedication to teamwork.

Growth mind-set

6.            Qualifications:

University degree, coupled with CFA charter designation

Proficient in industry-standard tools, including Microsoft Office and Bloomberg.

 

Job ID  CT008
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