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Private Wealth Investment Consultant

Company

JAC Recruitment Pte Ltd

Location

singapore, singapore

Type

Full-time

COMPANY OVERVIEW

Our client is one of the most prominent private banks in Southeast Asia.

JOB RESPONSIBILITIES

Managing the investments of regional high networth and ultra high networth across various asset classes including unit trusts, equities, fixed income, fx and structured notes. The Investment Advisor is responsible for proposing holistic investment solutions to clients which are suitable to their risk profile and in line with houseviews while ensuring the existence of strong governance and control, focusing on achieving financial objectives and product penetrations of the departments. The Investment Advisor will also provide training to enhance the investment knowledge of the CAs and the team.

1. Investment Advisory and Client Development

  • Provide investment solutions and manage investment portfolios of high networth clients and ultrahigh networth clients from the region including Malaysia, Indonesia, Philippines, Hong Ko...

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