Client Profile
Our client is a leading MFO in Asia
Job Description
- Provide premium investment advisory to Private Wealth clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
- Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
- Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
Job Requirement
- Bachelor Degree in the fields of either Finance, Business, Economics or Banking
- Minimum 6 years in financial industry in an investment advisory position
- Preferably CFA and CACS certified
- Strong knowledge of products across asset classes
- Strong interpersonal and communications skills
- Strong analytical and strategic thinking skills
- Possess future oriented mindset, strive to innovate and adapt to changes
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
- Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient