Investment Advisor

Tasks

• Management of UBAL relations—Canadian PnS (US)—as well as the development and strengthening of the line
• Delivering services in line with the client's objectives while building strong, client-focused relationships and providing first-class portfolio investment management
• Consult with investment advisors in your group or department about the investment opportunities available to your clients
• Consulting with Wealth Advisors on the development of asset management strategies for clients
• Build highly effective relationships with customers to forecast and arrange resource investments and develop product strategies and services to optimize customer interests
• Participation to strengthen team spirit and foster a self-sustaining work environment
• Establishing and fostering positive relationships with other teams based on greater mutual respect
• Proactive provision of high-touch relationships and wealth allocation optimization advice, customized investment performance reviews upon client request, and other in-depth and personalized wealth planning services
• Conducting regular, proactive discussions with key stakeholders in an objective and effective manner
• Providing transparent and market-based advice to help clients manage asset volatility and their portfolios
• Regular consultations with lending partners to ensure inclusion in client senior/lending mandates and the overall asset exposure model across ETFs, loans, and other onboard products
• In the team's best-case scenario, risk is defined by the Team Head - Client Coverage & Advisory (Singapore)
• Regular review of the hierarchy logs to ensure efficient and proactive risk management with an optimal focus on the issue
• Ensuring our clients' institutions comply with regulations to guarantee that asset selection and concentration diversification are consistent with risk and appropriate client risk, asset, and investment objectives

Requirements

Personnel and social

• A collaborative worker and a talented team player who takes the initiative with a positive attitude
• Excellent ability to facilitate discussions both upward and downward in the organization, as well as across departments
• Flexibility and the ability to work under pressure to meet tight deadlines
• Bring a commitment and dedication to providing high-quality, reliable consulting services
• A truly inclusive and challenging personality
• Strong knowledge of the specific areas that can be covered—primarily Global Class A Corporate Professionals or clients who wish to establish a retirement planning structure as part of the bridge, since this role is necessary to serve U.S. clients

Professional and technical

• Strong academic background in economics, business, finance, or financial engineering
• A career as a consultant, at least in the financial markets (EM, SSA, US)
• A professional with 5–10 years of independent experience in the financial industry and a background as an experienced investment advisor who manages large (U.S.) retailers
• Proactive expertise in 4 to 5 markets and risk management, while the product range covers fixed income, bonds, emerging markets, or the expertise of the assigned cross-border groups
• Extensive portfolio experience in real estate and fixed income, as well as commodity and equity strategies; a holistic approach across various asset classes
• Strong commercial judgment, business acumen, and a broad understanding of the financial markets