Investment Advisor, Private/Premier South Asia - VP
- Employer
- Options Group
- Location
- Singapore, Singapore
- Salary
- S$140k - S$160k
- Closing date
- Nov 4, 2023
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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- Provide premium investment advisory to Private Banking/Premier Banking clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile.
- Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
- Partner Relationship Managers in IndiaW on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
- Participate in product idea generation and solutions by :
- keeping abreast of products in the market
- proposing new product ideas
- promoting ideas approved and endorsed by the Product Council where applicable
- developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes
- Ensure adherence to internal and external regulations and policies at all times
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