Investment Advisor

Tasks

• Deliver services in accordance with the client’s objectives, strictly adhering to the client’s mandate requirements, while consistently upholding professionalism and ethical standards in service delivery—both internally and externally—and supporting the various teams in achieving strategic goals.
• Build highly effective relationships with clients to arrange and leverage engagements for tax, insurance, legal, and fiduciary products and services, and to optimize strategies for the client.
• Contribute to strengthening team spirit and fostering a collaborative work environment.
• Carefully allocate individual specifications and methods to ensure better performance.
• Actively provide clients with first-class service and work closely with them to optimize allocation advice and achieve maximum investment performance in line with their needs (client advisory services and asset management).
• Regularly conduct appropriate investment reviews and make allocation recommendations, and present them effectively to support and market to new or existing clients.
• Conduct consultations with front-line representatives to take into account aspects of customer needs and interests and to develop appropriate mandates that meet customer demands.
• Build teams as defined by the Team Head of Client Coverage & Advisory (Singapore) and leverage their strengths.
• Regularly review operational processes to ensure efficient and productive use (e.g., reports on optimal tickets).
• Regularly monitor client portfolios to ensure that asset allocation and adjustments/reallocations align with the assets and appropriate risk levels, and to identify any compliance gaps.

Requirements

• Ability to work both independently and under supervision, and to take the initiative with a meticulous approach.
• Quick response to the needs of individuals and their circumstances.
• Full licensing and the ability to work under pressure to meet tight deadlines.
• Strong communication and influence skills that enable you to lead various teams and individuals.
• Highly creative and a skilled problem-solver.
• A sound ethical approach to the paradigmatic cases to be addressed—primarily ethics-driven and curious, proactively identifying client risks and other investments that need to be addressed, including risks.
• A strong professional attitude to ensure a positive relationship between the team and the client.
• A strong academic background in economics, business, finance, or financial engineering.
• Current academic credentials in financial markets: CFA, CFP, and IOS.
• Bilingualism in Chinese (Mandarin) is an asset.
• 5 years of professional experience in the financial industry, with a background as an independent investment advisor who manages their own AUM (e.g., mutual funds, ETFs, hedge funds) and oversees the financial asset portfolios of 50–200 clients (active, retail, family/Hatch, key office, UHNW and HNW), combined with the management and reporting of global portfolios across asset classes.
• Strong commercial judgment, business acumen, and a broad understanding of financial markets.