Not specified; commensurate with experience + prof...
7 to 10 years investment advisory experience
Cmfas modules 1a, 5, 6a, and 8a certification
Fixed income product specialist expertise
The firm is a leading Independent Wealth Advisor dedicated to providing conflict-free investment advice across Asia Pacific, the Middle East, and expanding into Europe
Job Summary
The firm is a leading Independent Wealth Advisor dedicated to providing conflict-free investment advice across Asia Pacific, the Middle East, and expanding into Europe.
This role requires originating global bond strategies, actively managing a Firm-run Bond Fund, and conducting detailed research to select bonds for client allocations.
Candidates will support business development by engaging prospects and maintaining high standards of ethics while ensuring strict adherence to company policies.
Matching Summary
Match Score: 75
The firm is a leading Independent Wealth Advisor dedicated to providing conflict-free investment advice across Asia Pacific, the Middle East, and expanding into Europe.
Salary
Not specified; commensurate with experience and profile; in keeping with market standards
Skills & Requirements
Must-have
7 to 10 years investment advisory experience
CMFAS Modules 1A, 5, 6A, and 8A certification
Fixed income product specialist expertise
Global bond strategy origination
Fund management and portfolio rebalancing
Nice-to-have
Existing network of High Net Worth Clients
Experience with multi-asset class ideation
Proactive and enterprising team member
Ability to work under pressure
Track record in fundamental bond analysis
Key Requirements
Degree in Banking, Business, Economics, Engineering, Finance, or Maths
CMFAS Modules 1A, 5, 6A, and 8A certifications
7 to 10 years in Investment Advisory or Fixed Income specialist role
Experience in Wealth Management at a Bank or Asset Manager
Demonstrable track record in bond selection and tracking