- Could you introduce yourself and tell us about you? Your current / recent jobs and employers? Previous companies and jobs? XXX’s professional journey encompasses a diverse range of roles. At XXX, he is responsible for creating custom portfolios using capital-market products and mandate offerings for Southeast Asia, Greater China, GCC, and NRI markets. During his tenure at XXX, he specialized in customizing portfolios using capital market and jumbo life insurance for Southeast Asian and Greater China markets. As an Investment Consultant at XXX, XXX focused on crafting custom portfolios using capital market products for NRI and European Expatriate markets. His earlier roles include serving as an FX Trading Advisor at XXX, where he designed and implemented trading strategies for Greater China and Southeast Asian markets, and as the Head of FX Derivatives/Derivatives Structurer at RHB Bank, where he structured FX/IR asset-liability hedging solutions.
- What skill(s) / experience would you self-describe as strongest or specialist in? XXX XXX possesses expertise in investment advisory, financial derivatives, structured financial products, and bond markets. His skills extend to active advisory, business development, private banking, institutional trading strategy, fintech, crypto, and big tech. Fluent in multiple languages, including English, Malay, Indonesian, Chinese, and with elementary proficiency in Russian, XXX is also a CFA Charterholder. His track record includes receiving the XXX and holding certifications such as the STEP Trust and Estate Planning Certificate and the SCCIOB-Confucius Institute Business Chinese Test (A) Level 2 Certificate.
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RECRUITER SUMMARY
HOT SG Sales, Senior Investment Advisor, 15K SGD
05/02/2024
Candidate Background
Nationality:
Singaporean
Residence:
Singapore
Education:
XXX B.Eng, Chemical Engineering · (2001 – 2004), UWC XXX, I.B. · (1999 – 2001)
Languages:
English- Fluent,
Mandarin – Fluent
Experience:
XXX, CFA, is a seasoned investment professional currently serving as a Senior Investment Advisor at XXX in Singapore since January 2022. Prior to his current role, he held the position of Senior Portfolio Counselor at XXX for nearly six years, where he specialized in customizing portfolios using capital market and life insurance products for Southeast Asian and Greater China markets. Before that, he served as an Investment Consultant at XXX, focusing on customizing portfolios using capital market products for NRI and European Expatriate markets. With over a decade of experience, XXX also worked at XXX as an FX Trading Advisor and at RHB Bank as the Head of FX Derivatives/Derivatives Structurer, where he designed and implemented trading strategies and structured FX/IR asset-liability hedging solutions.
Motives:
He wants to look for a new challenge
Current Salary:
10K SGD
Expected Salary:
15K SGD
Notice Period:
Can start immediately
Interview Availability:
Requires a few days notice
Interview Assessment Notes
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