WMRC Private Ltd.

NOTE: The following job description was extracted from public domain and published here as a value added service to BizLINKS Resources members. We are currently not a direct vendor to the above organisation and would be interested to work with the above through a internal organisation referral.

Investment Advisor at WMRC Private Ltd.


Job Description

You will deliver optimized investment performance and profitably grow assets under management for high net worth clients in the region.




You will keep up to date with the financial markets, the Bank's views, research and product offerings across the whole firm, and will be familiar with all asset classes, including Equity, Bonds, Structured Product, Private Equity and Hedge Funds.




Working closely with the investment platform in the Headquarter and Asia and leveraging on the Bank's product platform, you will assist the Senior Investment Specialist in identifying and developing new business opportunities from the existing client base, as well as help convert prospects into client development.




You will assist Relationship Managers (RM) and the Senior IS to determine client needs and prepare tailor-made investment proposals. You will analyze and review client's holdings and make new investment suggestions directly to the RMs.




You will meet clients and prospects together with RMs and assist the Senior IS in monitoring performance, risk and individual positions for advisory portfolios under your responsibility. You will also conduct risk suitability checks and ensure the selling process of investment ideas is robust and compliant.

 

Pre-requisites:

 

Degree holder
At least 5 years' experience in Investment Advisory or as an Investment Specialist with a Private Bank, a Fund Specialist familiar with all asset class
Savvy in IT (Excel, PowerPoint, Bloomberg Terminal, Business Tools)
Strong client-focused attitude
Mature, credible and comfortable in dealing with key clients and senior RMs
Possess excellent interpersonal and communication skills
Possess a strong sense of teamwork, solid experience and knowledge of all asset classes and portfolio construction

 

 

Submit your application to This email address is being protected from spambots. You need JavaScript enabled to view it. quoting the Job Title. 




Your interest will be treated in strict confidence.

 

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC's personal information and privacy policy.

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Original Joblink : https://sg.linkedin.com/jobs/view/investment-advisor-at-wmrc-private-ltd-2592608651

Google Company: https://www.google.com/search?q=Investment%20Advisor%20at%20WMRC%20Private%20Ltd. 

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Email Employer: https://www.bizlinksresources.com.sg/index.php?option=com_chronoforms&chronoform=CVform_Email_Employer_form
Country: Singapore
Employment Type: Full time
Salary: Open