Job Description – Client Advisor

Cachet Group is looking for an experienced Client Advisor to provide highest level of customized wealth management solutions and advices to our High Net Worth customers. The successful candidate will identify opportunities in the various asset classes and the best strategies and product vehicles to cater to clients needs.

Responsibilities:

• • Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies.

• • Provide investment strategy, hedging and trading advisory to private wealth clients and family office on all asset classes such as stocks, fixed Income, derivatives & precious metal trading, FX options, notes & structured products based on CIO strategic view.

• • Lead discussion with client, with focus on effectively delivering multi-asset ideas and maximizing the client’s portfolio performance consistent with the client’s objective and risk profile.

• • Assist to serve sophisticated client and keep abreast of financial markets latest trend and new products development.

• • Build a highly proactive and long-term relationship with HNW individuals by generating and sustaining revenue growth whilst broadening the client base from private wealth division

• • Monitor closely financial press and keep a track of market trends, opportunities, risks and new investment products.

Requirements:

• • Degree holder or equivalent, preferably in Finance, Marketing or other Business disciplines.

• • CFP, CFA or equivalent qualifications will be an advantage.

• • Solid credit with strong banking knowledge, with minimum 5 to 7 years of private banking experience.

• • Excellent connections in the respective private banking market.

• • Qualified to carry out Investment regulated activities.

• • Excellent quantitative and qualitative analytical skills.

About Cachet Group:

Cachet Group is a premier wealth management firm dedicated to providing personalized investment strategies and financial planning services to high-net-worth individuals and families. Our client-centered approach and commitment to excellence have established us as a trusted advisor in the financial services industry.

How to Apply:

Qualified candidates should submit their resume and cover letter detailing their relevant experience and qualifications to career@cachet-group.com. Shortlisted candidates will be contacted for an interview.