Investment Advisor

Responsibility

Job Summary: To support RMs in terms of Wealth Management services, including but not limited to communicating WM Global Market Outlook, SC Wealth Select framework, our unique wealth management proposition, asset allocation and delivering AUM growth.

Strategy

• Work to achieve business strategy and financial budget in terms of revenue targets, AUM growth & profitability
• Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
• Work with WM Investment Products to provide monthly actionable ideas and product solutions
• Ensure daily morning huddle at branches to brief current market direction and investment solutions
• Ensure smooth management of weekly investment seminars at branches by utilizing Group CIO and in-country expertise
• Manage clients’ investment through frequent and consistent portfolio review and advice

Business <...