**Investment Advisor**

Job description

Tasks

• Work closely with relationship managers to provide clients with top-notch investment advice and asset allocation with a focus on investment performance
• Generating positive customer performance in accordance with the respective risk profiles of customers, taking into account explicit requirements and through proactive risk and opportunity management
• Contribution to the growth of assets under management and achievement of corporate goals
• Build effective relationships within the bank to maintain and optimize knowledge of the business and its latest products and services

Key tasks

Personnel management

• Contribution to strengthening team spirit and promoting a collaborative working environment
• Motivation and guidance/feedback to other team members to improve overall performance

Customer management (internal & external)

• Actively provide clients with top-notch investment performance according to client needs and risk profiles together with relationship managers
• Regular portfolio reviews with customers and prompt and effective handling of defects
• Positive representation and marketing of the team to drive growth in assets under management
• Regular consultations with front-line representatives to keep abreast of customer needs and requirements and take appropriate action

Business Management

• Work to fulfill the ambitions of the team as defined by the Head of Client Coverage & Advisory (Singapore) - SEA
• Regular review of the function's practices to keep efficiency and productivity at optimal levels

Compliance & risk management

• Regular monitoring of client portfolios to ensure that asset allocation and concentration/diversification are in line with the client's risk profile and investment objectives
• Compliance with applicable laws and regulations

Requirements

Personal and social skills

• Ability to work independently and in a global team environment and take initiatives with a positive attitude
• Adaptability and ability to work under pressure to meet tight deadlines
• Fast learner and ability to solve problems quickly and find effective solutions
• Strong communication and coordination skills to deal with different levels of stakeholders
• Highly motivated with an integrative personality
• Solid affinity to the geographical market (mainly South East Asia)
• Language skills in Bahasa Indonesia and cultural awareness would be an advantage

Professional and technical skills

• Strong academic background in economics, business administration, finance or financial engineering
• Further training in financial markets (CFA, ESG etc.) is an advantage
• Professional with at least 10 years of relevant experience in the financial industry, with a background as an experienced Investment Advisor serving clients in the SEA market
• In-depth knowledge of the SEA market as well as knowledge and experience in the areas of equities, bonds, funds, SP and FX from the perspective of the assigned client groups
• Strong fundamentals in all asset classes and investment products and experience in applying a global portfolio approach
• Strong commercial judgment, business acumen and comprehensive understanding of financial markets and products
• Representing the interests of the Bank and its shareholders at all times

We offer