Careers
« Back to Job List

Senior Investment Advisor

Private Banking

Responsibilities:
• Within the Asia investment team, contribute to the strategy definition and the formulation of key investment ideas behind our model portfolios

• Formulate customized solutions inspired by our existing range of advisory model portfolios and pitch them to new clients

• Suggest any trade or rebalancing activities that could help our client to achieve their performances objectives or manage their risks better

• Support the marketing efforts from our sales and product specialists team during RFP, sales meetings or reporting sessions with existing clients or partners

• Contribute to a sharing culture of investment knowledge and expertise in with internal salesforces • Maintain a high level of risk and compliance checks on the different stages of the suitability process and the behavior of the portfolios

Requirements:
• Significant experience (>10 years) as investment counselor/adviser

• Relevant MAS licenses to advise on securities and execute trades

• Strong appetite for selling and client-facing exercises

• Significant expertise in investment, markets, strategy, and key products (fixed income, equities, structured products, ETF, funds)

• Fluent in English and Mandarin

Interested candidates may send their CV to Jaslyn (Reg No: R2091242 ) at anc3@anchorsearchgroup.com quoting the job title in the Subject line. We regret that only shortlisted candidates will be notified.