Senior Investment Advisor. Private Banking· Singapore, Singapore

Senior Investment Advisor. Private Banking

Singapore, Singapore

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Job Description

Key responsibilities

Manage client relationships on an active basis. Be the main point of contact for clients for all their Investment Advisory needs.

Keep on top of client positions/accounts to help effectively manage their investment portfolios

Be able to follow multiple asset markets in real time. Be able to react to market developments as related to client accounts.

Main Tasks

Work closely with Private Bankers to win and grow business from their respective client bases

Work closely with the Investment Strategy / Product Strategy teams to think through and produce sound investments ideas

Interact with clients on a daily basis, discussing markets and trade/product ideas

Key Performance Indicators

Revenue target of USD x.xx M – use knowledge of markets and an understanding of the clients requirements to suggest / monitor trade ideas
Assist with / Lead the ideation (creation of trade ideas / strategies) within the Active Advisory team with regards specific asset classes
Manage client portfolios in a manner where risks are understood, well flagged and discussed with all concerned (Client / Banker / Head of Active Advisory)
Ensure that Client Risk Profiling / Product Risk Rating guidelines are adhered to

Experience profile

10 – 15 yrs + in a Private Bank / Investment Bank
Sound knowledge of overall markets and macro events
Core, in-depth knowledge within either the Fixed Income or Equity space – ability to recommend trade ideas, maintain tactical buy lists
Evidence of good client relationship skills