Advisory Executive (Private Wealth Services)

Job Reference: TIES/734/CQ
Employer/Agency: Talent Insight Executive Search Group - EA Licence number: 14C7102
Location: Singapore
Experience: 1 to 3 years
Salary/Package: On application
Job Sector: Accounting & Finance; Banking ( Role / Products ); Banking ( Segment )
Functional Role: Treasury & Investment; Wealth Management; Insurance & Asset Management; Investment Banking; Private Banking
Date Posted:
Closing Date:

You will be part of the Private Wealth Advisory providing services to regional High Net Worth (HNW) clients. Key responsibilities include:
• Act as a bridge between the investment division and existing business partners
• Maintain and manage relationships for both local and overseas major accounts' portfolio
• Liaise with partners and financial service providers for updates and understanding of their products
• Perform comprehensive advisory portfolio review and manage investment transition for clients
• Measure and Evaluate client's portfolio performance on their asset growth
• Develop and propose actionable financial strategies to the HNW market

To excel in the role, you will need to possess the following qualifications/qualities:
• Possess Degree in Business Management, Financial Studies, Economics or equivalent
• Excellent communication, interpersonal and listening skills
• Take initiative to improve operational efficiencies and deliver best practices
• Possess deep curiosity on Wealth Management
• Possess research and analytical skills
• Ability to explain complex information specifically
• Understanding of range of investment expertise in Wealth Management
• Acquires knowledge of financial services & market including their operations
• Willing to travel if necessary

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