Investment Advisor

Tasks

Responsible for creating customized investment advice and solutions for clients to help them achieve their financial goals through portfolio management, market insights, and strategic recommendations.

Requirements

The position requires:

• A strong academic background in economics, business administration, finance, or financial engineering
• Further training in financial markets (CFA, ESG, etc.) is a plus
• Professional with at least 5 years of relevant experience in the financial industry with a background as an experienced investment advisor serving clients in the ISC/NRI & PBI market
• In-depth knowledge of the ISC/NRI & PBI market, as well as knowledge and experience in the areas of stocks, bonds, funds, SP, and FX from the perspective of the clients served
• Strong fundamentals in all asset classes and investment products, as well as experience in applying a global portfolio concept across all asset classes
• Strong commercial judgment, business acumen, and broad understanding of financial markets and products

Services

The position offers:

• The ability to support customers with tailored investment advice and solutions
• The opportunity to contribute to the growth of the team and play an important role in achieving business goals
• The opportunity to work in a global team and learn from experienced colleagues

Regulatory requirements

The position requires:

• An MAS license as a representative
• CA(S) Papers 1 and 2 and RES 1, 2B, and CM-SIP
• Familiarity with regulatory expectations and requirements
• Knowledge of cross-border rules and regulations