Total 2 job vacancies by Taurus Wealth Advisors Pte. Ltd.

Job Description & Requirements

We are one of the leading Independent Wealth Advisors in Asia Pacific. We are dedicated towards providing investment advice free of conflict of interest by ensuring we represent our client interests to various banks and financial institutions. We are now seeking an Investment Analyst Trainee to join our team of Investment Counsellors (IC).

The role offers immense opportunity for growth and self-development within a rapidly growing business environment for candidates looking to establish a career within the wealth management industry in the space of investment counselling, research and analytics. The role necessitates close alignment with the core advisory and wealth management activities of the Firm and thus offers significant scope for learning and aspiring to front office career opportunities over time.

Responsibilities:

· Provide support to the Firm’s business development efforts, by working with the ICs to prepare related material (such as pitch books, preliminary analyses, market commentaries, and presentation decks for webinar and quarterly outlook)

· Support the ICs with investment initiatives and client related tasks such as investment proposal generation, reviewing and analyzing investment information of prospects, account reviews, translations of marketing materials, and preparation of investment ideas

· Assist Financial Advisors in preparing for internal Client portfolio reviews and supporting the ICs to conduct the same

· Support the ICs in assimilating and reviewing relevant information to conduct research and analyses, and to draft trade and portfolio recommendations in a client ready format

· Support the ICs in maintaining and updating tools used to track performance of recommended trades and models including administrative support for the conduct of the Investment Committee

· Maintenance of marketing materials (such as marketing decks and factsheets) for Funds and Certificates that are advised or managed by the Firm including periodic update of performance statistics and related content

· Be fully conversant with and adept at extracting relevant data and analytics from available sources in use by the Firm

· Actively review and curate communications issued by the Banks and Research Houses from which the Company sources research and recommendations. Support Financial Advisors in responding to reverse enquiries received from clients relating to such research and recommendations

· Support the Head of the IC Team in administering ongoing and ad hoc initiatives and projects such as maintaining a Firm wide tracker of advancement of business development initiatives, scheduling and conduct of Client Portfolio reviews, tracking adoption and efficacy of recommendations made by the Firm, etc

· Ensure strict adherence to the Company’s policies, rules & regulations

Requirements:

· Degree in Banking/Business/Economics/Engineering/Finance/Maths

· Passion and interest in the financial markets

· High standards of ethics and conduct; ensures confidentiality of Clients’ assets & information

· Fosters team work and positively contributes towards the dynamics of the team and the quality of its output.

· Excellent written and verbal communication skills

· Strong interpersonal and communication skills

Take the opportunity to embark on a challenging, fulfilling and rewarding career with an upcoming firm in Asia.

If you aspire to grow and excel with a high growth financial advisory firm, and you feel you have what it takes to be part of the Taurus family, we welcome you to take the first step, please apply online and send us your CV with your most recent photo to recruitment@tauruswealth.com.sg. We regret that only shortlisted candidates will be notified.

Job Description & Requirements

Taurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment professionals, the Firm has grown rapidly based on a strong foundation of integrity, independence and objectivity. The Firm has offices in Singapore and Dubai from which it advises on / manages assets of around USD 3 billion for Clients across 25 countries presently.

We are now seeking a highly driven and dynamic individual to join us, reporting directly to the designated Financial Advisor. The role offers immense opportunity for growth and self-development within a rapidly growing business environment for candidates looking to establish a career within the wealth management industry.

The role necessitates close alignment with the core advisory and wealth management activities of the Firm and thus offers significant scope for learning and aspiring to front office career opportunities over time.

Responsibilities:

Revenue

· Achieve agreed revenue targets with respect to assets under management, retainer conversions and referrals

· Contribute to the corporate revenue targets on a quarterly basis

Work plan

· Review your monthly work plan with the CEO on a regular basis

· Review your forward monthly revenue work plan to ensure achievement of your objectives

Lead Generation

· Generate new business from agreed referral sources through various networking activities including managing relationships between the Company and your referral sources

· Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity

Client Relationships

· Effectively manage the relationship between the Client and the Company as well as the various banking relationships the Clients may have.

· Provide ongoing advice on Client portfolios and providing fee-for-service basis advice as required to Clients

· Maintain a high standard of ethics and conduct and ensure confidentiality of clients’ assets & information

· Ensure strict adherence to the Company’s processes, policies, rules & regulations inter alia while reviewing Clients’ portfolios and advising / executing investments

Market Research Knowledge

Keep abreast of technical market knowledge and macro research as part of ongoing requirement on technical competency. Adhere to the Investment Committee framework of the Company and be competent with regard to strategic and tactical recommendations generated by the Company. Provide competent inputs to the Investment Committee and Investment Counsellors including reverse enquiries received from Clients and prospects

Challenges / problem solving

To creatively identify and generate leads with a view to developing new business opportunities.
To transform potential clients into retainer fee paying clients of Taurus

Essential Competencies

• Travelling will be required.

• A recognized degree with more than 5 years of experience in the banking and financial services with an outstanding sales track record of financial and investment products

• Relevant accreditation (Modules 5, 6, 8, 9 & HI)

• Clear understanding of bank regulations and compliance requirements as under FAA and SFA

• At least 5 years of financial advisory/portfolio management experience, consistent marketing & sales performance, preferably in banking/ financial advisory.

• Good understanding of equities, fixed income, hedge funds, FX and other investment products & services

• Strong interactive and interpersonal skills with proven ability to influence clients

• Present all investment solutions with a high standard, professional manner

The above position is available for immediate fulfilment. We regret that only shortlisted candidates will be notified.

If you aspire to grow and excel with a high growth Firm, please forward us your CV to Recruitment@tauruswealth.com.sg.