Investment Advisor

Investment Advisor - Gravitas Recruitment Group

Our client is a financial institution focused on delivering customized investment solutions for high-net-worth individuals. The organization fosters a collaborative environment that prioritizes client satisfaction and values professional expertise. In this position, you will be responsible for managing relationships with assigned clients, providing timely investment guidance, and ensuring that portfolios align with clients' specific goals and risk profiles.

Location:

Singapore

Engagement:
Full-time

Team:
Investment Advisory Team

• Manage and nurture direct relationships with high-net-worth clients.
• Provide timely and relevant investment advice tailored to individual client needs.
• Ensure portfolio suitability and effective risk management to align with clients' objectives.
• Monitor market trends and economic conditions to inform investment strategies.
• Collaborate with internal teams to enhance service delivery and client satisfaction.

• Bachelor's degree in Finance, Economics, or a related field.
• Minimum of 5 years of experience in investment advisory or wealth management.
• Strong understanding of investment products and portfolio management.
• Proven ability to build and maintain client relationships.
• Excellent communication and interpersonal skills.
• Knowledge of regulatory requirements in the financial services sector.

• Professional certifications such as CFA or CFP.
• Experience working with high-net-worth clients in a financial institution.

• Proficiency in financial analysis and investment strategy formulation.
• Familiarity with portfolio management software and financial planning tools.
• Strong analytical skills and attention to detail.
• Ability to work collaboratively in a team-oriented environment.

• This position is open to candidates with valid work authorization for Singapore.
• Competitive salary and benefits package offered.