YOUR ROAD TO INDEPENDENCE

Have you ever considered going entirely independent with your own book of clients?

Have you stopped because the thought of managing your own technology, renting an office and managing overall regulatory compliance, is all too daunting?

Have you been held back because you are not sure how you will source up to date investment research and advice?

Do you want the freedom to exercise your investment strategies or the autonomy to run your own book of business and manage your client’s wealth with their best interest at heart?

Are you invested in creating long term relationships with your clients that serve their interests? And not the interests of the company that employs you?

If you have ever considered going entirely independent with your own book of clients, and actually have fun doing what you do, then contacting Crossinvest should be your next course of action.

It’s time your road to independence crossed paths with Crossinvest. Contact us for a confidential chat. 

OPPORTUNITIES

At Crossinvest, we encourage a culture that encompasses a fine balance between work and life. If you are, or have been, a senior private client advisor with deep & entrenched relationships with your UHNW clients, and in any one of these circumstances:

  • you have taken time out to look after the all too important job of looking after the family, and looking to get back into the work force but on your own terms with flexibility;
  • you have been working your gruelling eighty hours, 7 days per week and would like to take a breather, or even slow down a little to smell the coffee and work on your own terms,
then we would like to hear from you. Please contact us at Crossinvest for a confidential discussion at a time convenient to you.

Portfolio Manager Executive We would like to hear from you if you are looking to join a highly motivated team and interested in gaining a deeper understanding of the investment portfolio management nuances within a private wealth management industry, an industry that is forecast to grow significantly in Asia. The role and responsibilities of the Portfolio Manager Executive will include, but not limited to:

  • Providing support to the portfolio managers and the CIO in executing the portfolio allocation strategies;
  • Performing ongoing analysis of the performance of the underlying portfolio assets, including stock selection screening process and monitoring;
  • Performing asset / fund analysis to generate new ideas in line with broader Macro portfolio allocation ;
  • Placing investment transaction orders, monitoring status and performing reconciliations;
  • Provide timely and upon request reports from internal systems including Bloomberg, and
  • Performing, monitoring and reporting on risk management parameters.
The successful candidate will have an opportunity to:
  • enhance their overall knowledge within an expanding industry;
  • join a successful, highly motivated and diverse team of professionals;
  • grow, personally and professionally, in a rewarding environment, and
  • be part of an organisation that has an international presence and reach.
If you:
  • have an in-depth understanding of various underlying investment asset classes (equities, fixed income, alternatives and similar) and have had between 1 to 4 years’ experience;
  • are a good communicator with excellent interpersonal skills;
  • have a high quality service-oriented mindset with an eye for detail;
  • have a good understanding of how to use and optimise Bloomberg, and
  • have a high degree of computer literacy and proficiency,
then we would like to hear from you.

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