About the role
Investment Consultant to manage investments for high net worth clients across various asset classes. Responsible for proposing holistic investment solutions, ensuring governance and control, achieving financial objectives, and providing training to relationship managers. Requires 7+ years in finance, with 5+ in investm
BankingOnsite
Key Responsibilities
- Manage investments of regional high net worth clients
- Propose holistic investment solutions
- Ensure strong governance and control
- Achieve financial objectives and product penetrations
- Provide training to enhance investment knowledge of relationship managers
Requirements
- Basic/Masters Degree in Finance, Business or Accountancy
- Passed CACS 1 & CACS 2
- Minimum 7 years of experience in the financial industry
- Minimum 5 years of experience in investment advisory or relevant roles
- Demonstrates collaborative skills and teamwork
- High interpersonal skills