Senior Investment Advisor

Main Duties

They shall support RMs primarily as follows :

• Meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
• Relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs.
• Work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews.
• Collaborate with Product Management Group to generate products solutions and :
• Keep abreast of products in the market
• Propose new product ideas
• Develop, monitor and follow up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs / DEKODAs, equity options, range accrual notes.

Working Experience and Requirement

Education Requirements