Investment Advisor

Reference: BH-165163

Responsibilities

Responsible for providing multi-asset investment advisory to relationship managers and UHNW clients with minimum AUM of 5mio USD.
Assessing clients’ risk appetite, investment preference and return expectations and offer appropriate investment solutions
Providing portfolio review and tactical asset allocation across multi-asset investment products.
Offer private banking products and quality investment services within guidelines, and provide up-to-date key market information to relationship managers and (ultra) high net worth clients.

Requirements

8-10 years of relevant experience, preferably in Private Banking. CFA preferred
Strong knowledge on multi asset classes and investment products (Both traditional and alternatives investment products.)
Excellent English language skills, oral and written. Business Mandarin will be an advantage

Interested parties please get in touch with Christopher Poh via Chris@ethosbc.com quoting CP /BH - 165163 /BC for a confidential discussion

EA Personnel No R1766057
BeathChapman Pte Ltd
Licence No 16S8112

Ethos BeathChapman is a global group of executive recruitment experts in Asia, Australia and EMEA, with a network beyond. We connect the world's exceptional companies to exceptional people.

Connect with us at www.ethosbc.com

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