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Silicon Valley Associates- Specialist IT Recruitment Agency in Hong Kong, Shanghai, Singapore, Dubai and Japan

RECRUITER SUMMARY

Description:   

HOT SG Sales, Senior Investment Advisor, 15K SGD

Date

February 5, 2024

Nationality

Singapore

Residence

Singapore

Experience Summary

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.

Education

XXX

B.Eng, Chemical Engineering · (2001 - 2004)

 

UWC XXX

I.B. · (1999 - 2001)

Motives & Seeking

He wants to look for a new challenge.

 Languages

English- Fluent

Mandarin - Fluent

Recent / Current Salary

10K SGD

Expected Salary

15K SGD

Notice

Period

Available immediately

Interview Availability

A few days notice

 

Interview Assessment Notes 

 

 

  1. 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.
  2. 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.

Recruiters

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Employment Agency

Silicon Valley Associates Recruitment

907, Silvercord Tower 2, Tsim Sha Tsui, Kowloon, Hong Kong


25F, Central Plaza, Xin Tian Di, Shanghai


Ubi TechPark #01-08, Singapore


Sunshine Technology & Innovation Centre, No.1003 Nanxin Road, Nanshan, Shenzhen

Job-Seeker Agreement

The Candidate has agreed that Silicon Valley Associates Recruitment may disclose their profile to potential employers for the purpose of seeking new employment. Silicon Valley Associates Recruitment will never charge any fees from job-seekers.

 

General Terms and Conditions apply to all requests, offers, and agreements regarding the provision of services, and are available upon request. These can be sent to you on request or can be found on our website: svarecruitment.com.

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