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Investment Counsellor, Team Head - Private Bank

Employer
The Edge Partnership, EA Licence No: 16S8131
Location
Singapore, Singapore
Salary
S$200k - S$250k
Closing date
Jun 10, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:

Team Leadership and Management:
  • Lead, mentor, and inspire a small team of investment advisors to achieve individual and team performance goals.
  • Provide coaching, feedback, and guidance to team members to enhance their professional development and overall performance.
  • Conduct regular team meetings and performance reviews to monitor progress and address any challenges or concerns.


Client Relationship Management:
  • Develop and maintain strong relationships with high-net-worth individuals and institutions in the North Asian market, predominantly Mandarin-speaking clients.
  • Collaborate with investment advisors to understand clients' financial needs, risk tolerance, and investment objectives.
  • Ensure exceptional client service by providing personalized investment advice and recommending suitable financial products.


Investment Advisory:
  • Stay up-to-date with market trends, investment products, and regulatory changes affecting the financial industry, particularly in the North Asian market.
  • Work closely with the team to develop investment strategies and tailor investment portfolios to meet the unique needs and goals of clients.
  • Conduct in-depth research and analysis on investment opportunities, providing expert advice and recommendations to clients.


Compliance and Risk Management:
  • Ensure the team adheres to all relevant regulatory and compliance policies and guidelines.
  • Monitor and mitigate potential risks associated with investment advisory activities.
  • Collaborate with internal stakeholders, such as legal and compliance teams, to address any compliance-related issues.


Qualifications and Requirements:
  • Bachelor's degree in finance, economics, business administration, or a related field. Master's degree is a plus.
  • Fluency in Mandarin is essential. Proficiency in English and other languages is an advantage.
  • Proven experience as a Team Manager or similar leadership role in the wealth management or private banking industry.
  • Deep understanding of investment advisory practices, financial markets, and wealth management products.
  • Excellent communication and interpersonal skills to effectively collaborate with clients and team members from diverse backgrounds.


Please contact Kelly Phun by emailing your cv directly in word format to frontoffice@theedgepartnership.com

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.

EA License : 16S8131

Recruiter Licence: R1219710

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