Wealth Management - Institutional Wealth Advisor - SG
Core
Develop business relationships with high-net-worth individuals, family offices, and corporates to provide comprehensive financial advice and one-stop tailor-made solutions across domestic and overseas markets.
Role type
Institutional Wealth Advisor
Builds
Client relationships and AUM through securities trading, investment products, and wealth planning services.
Domain
Wealth Management / Institutional Finance
Deliverable
client delivery
Required skills
Client relationship development, investment advisory, asset allocation, trading execution (equities, fixed income, FX, derivatives), wealth planning, sales, financial product knowledge
Preferred skills
MBA degree, direct experience in securities dealing and wealth management
Technologies
Securities trading platforms, investment product suites
Responsibilities
Develop and maintain business relationships with target clients; Provide investment advisory and asset allocation services; Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products; Assist clients on wealth planning and preservation
Seniority
Mid-Senior, client-facing IC