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Provide multi-asset investment and portfolio advisory to UHNW's in South East Asia
Assess client needs and potential based on the risk profile and aligning financial advice with the corresponding investment strategy
Partner with Relationship Managers to introduce and develop new client business and to generate increased revenues accordingly
Work closely with the product team to come up with innovative and specialized products that would suit the client's needs.
Minimum 10+ years of experience as an investment advisor
Professional skills; specific technical expertise across some/all asset classes and the respective instruments/products (equity, interest rate, FX markets, other derivatives as well as macro-economics, finance theory, portfolio management and asset allocation)
Strong presentation and communication skills; able to listen, guide and influence internal and external stakeholders
Strong drive and motivation to work in a target driven and high performance culture
A team player with the highest professional work ethic and standards who is decisive, innovative and able to cope under pressure
Forward thinking mindset for the development and advancement of digital banking solutions; a technologically savvy personality able to introduce innovative tools and solutions to clients
University graduate from a top-tier university, professional qualifications e.g. CFA, CFPI, CIIA, CAIA, etc.