Principal Investment Consultant
Permanent - Full TimeJob Overview
About Mox
Mox is built by and for the ones who aspire to live life to the fullest –we call them Generation Mox! The name Mox reflects the endless opportunities we can create, - Mobile eXperience; Money eXperience; Money X (multiplier), eXponential growth, eXploration… it’s all up for us to define together.
Why Mox
Mox helps you grow –your money, your world, your possibilities. We equip you with the financial management tools, information and insights you need to make your dreams, big or small, come true. Everything at Mox –from our products, features, to rewards –is designed based on customer research, tailor made for your needs. We care about what customers care about, especially in data security and privacy. Data ethics is core to everyone here at Mox.
Mox rewards you with an array of banking and lifestyle benefits.
What we are looking for?
Mox Bank is seeking a seasoned Investment Advisor to join our team, bringing a wealth of experience and expertise in investment strategy and portfolio management. As a key thought leader, you will be responsible for generating innovative investment ideas, providing market insights, and driving business growth through exceptional investment advice.
Mox Bank is seeking a seasoned Investment Advisor to join our team, bringing a wealth of experience and expertise in investment strategy and portfolio management. As a key thought leader, you will be responsible for generating innovative investment ideas, providing market insights, and driving business growth through exceptional investment advice.
Product Coverage
Primary: Investment products (Core Portfolio, Stock, Mutual Fund, Crypto etc)
Primary: Investment products (Core Portfolio, Stock, Mutual Fund, Crypto etc)
Secondary: FX, Deposit, Insurance, Credit Card
Responsibilities
- Lead daily huddles with the investment team to discuss market trends, share stock ideas, and provide daily talking points to support client engagement and sales efforts.
- Provide weekly market insights and analysis to clients and internal stakeholders, highlighting key trends, opportunities, and risks in the investment landscape.
- Conduct in-depth research and analysis to identify emerging investment themes, asset classes, and strategies that can be used to enhance client portfolios.
- Collaborate with the sales or client advisory team to provide investment guidance and support when needed
- Assist sales or client advisory teams to develop and implement investment strategies and portfolio management solutions for high-net-worth clients, leveraging your expertise and market knowledge to drive investment performance.
- Serve as an Investment spokesperson for Mox Bank at client events, seminars, and other external engagements as needed, representing our brand and expertise.
- Stay up-to-date with market developments, regulatory changes, and industry trends, using this knowledge to inform investment decisions and drive business growth.
Requirements
- Minimum 15 years of experience in investment research, consultant, management, financial planning, or related field.
- Proven track record of providing investment advice and portfolio management services to high-net-worth individuals or institutions.
- Experience in managing investment portfolios and conducting investment research and analysis.
- Strong understanding of various asset classes, including securities, fixed income, structured product, alternatives, digital asset, and other investment products.
Qualifications
- CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) designation, or other relevant professional certifications.
- Bachelor's degree in Finance, Economics, Business, or a related field; MBA or other advanced degree preferred.
- Strong understanding of investment products, asset classes, and market trends.
- SFC Type 1 and 4 licensee.