Investment Consultant

Managing the investments of regional high net worth and ultra-high net worth across various assets classes including unit trusts, equities, fixed income, FX and structured products. The Investment Consultant is responsible for proposing holistic investment solutions to clients that are suitable to their risk profile and in line with house view while ensuring the existence of strong governance and control, focusing on achieving financial objectives and product penetrations of the departments. The Investment Consultant will also provide training to enhance the investment knowledge of the relationship managers (RM) and the team.•Basic/ Masters Degree in Finance, Business or Accountancy• Passed CACS 1 & CACS 2
• Qualification in relevant industry accreditations such as Chartered Financial Analyst an added advantage
• Minimum working experience of 7 years in the financial industry with a minimum of 5 years of experience in investment advisory or relevant roles
• Demonstrates collab...