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Strategic Wealth Manager
3 weeks ago
About Us
">- We are Bank of Singapore, Asia's Global Private Bank, a leading financial institution that offers innovative wealth management solutions to high net worth individuals and families.
About the Role
">- We are seeking a highly skilled Investment Advisor to join our team in Malaysia. As an Investment Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and portfolio management services.
Main Responsibilities
">- Provide comprehensive investment advice to clients based on their individual risk profiles and financial objectives.
- Develop and implement customized investment portfolios that align with our clients' needs and expectations.
- Work closely with our relationship managers to identify new business opportunities and deliver exceptional client service.
- Analyze market trends and economic data to stay up-to-date on the latest investment opportunities.
- Collaborate with our internal teams to ensure seamless execution of investment strategies and maintain high standards of regulatory compliance.
Requirements
">- A minimum of 8-10 years of experience in investment advisory or a related field.
- A degree from a reputable university in Business, Economics, Finance, Accounting, or a related discipline.
- Possession of relevant professional certifications such as CMSRL Investment Advice License on Fund Management (Module 9 & 10) or Investment Advisory (Module 19 & 12).
- Demonstrated expertise in investment analysis, portfolio management, and financial planning.
Benefits
">- A competitive salary package.
- A comprehensive benefits program including medical, dental, and life insurance.
- A generous bonus structure tied to individual and company performance.
- Ongoing training and development opportunities to enhance your skills and knowledge.
Culture
">- We value teamwork, collaboration, and open communication.
- We foster a culture of innovation, creativity, and continuous learning.
- We recognize and reward outstanding performance and contributions to the company's success.
