Investment Advisor

Main Duties:

• Provide investment advise to clients and propose investment solution that cater to client's target strategic assets allocation in meeting their investment objective and matching their risk profile. 
• Relay the house view in their respective marketing teams and can call on product specialists for specific or general training needs. 
• Work with Relationship Managers in pitching investment ideas and propose investment solutions to clients.
• Fact-finding client's needs, risk appetite and relay to investment team for portfolio construction. 
• Promote ideas that are in line with house view.
• Ensure adherence to internal and external regulations and policies at all times. 
• Participate in product idea generation and solutions by keeping abreast of products in the market and proposing new product ideas. 

Work Experience and Requirements:

• At least 8 years' experience in the financial industry and investment advisory position
• Securities Commission CMSRL License on Fund Management (Module 9&10)
• Strong interpersonal and communication skill
• Strong analytical and strategic thinking skill
• Team player

Education Requirements:

Bachelor's Degree in Finance/Accounting/Economics/Banking or its equivalent.