Our client, who is a regional private bank is looking for a senior investment counsellor to formulate investment strategies and work with Relationship Managers in managing client portfolios.
- To meet and provide premium investment advisory to Bahasa-Speaking HNW clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
- To relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs.
- To work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews.
- You should have a bachelor Degree in the fields of either Finance, Business, Economics or Banking with at least 8 years in financial industry in an investment advisory position.
- Due to the specific clients requirements of the roles, a strong command of Bahasa Language is mandatory.
Interested and qualified applicants are invited to send in their updated resumes to firstname.lastname@example.org – attention to Ellen Lee.