AD, Investment Counsellor, Greater China Market

Perennial HR; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Singapore seeks an experienced Investment Counsellor to provide tailored investment advice to high-net-worth clients. The candidate will leverage their investment expertise to navigate complex strategies in the Asia Pacific wealth management landscape. Requirements include strong investment knowledge, fluency in Mandarin, and excellent communication skills. This role offers an exciting opportunity to grow your career in a dynamic private banking environment.

Qualifications

• High integrity and adherence to professional and ethical standards.
• Proven experience in the Asia Pacific wealth management landscape.
• Proven experience managing private client portfolios.

Responsibilities

• Act as a key advisor for clients' investment portfolios.
• Provide portfolio recommendations to Relationship Managers.
• Identify and develop new client opportunities within networks.

Skills

Investment knowledge

Client-focused

Excellent communication skills

Fluency in Mandarin Chinese

Job description

AD, Investment Counsellor, Greater China Market

Job Description

Our client is a leading Asian financial institution with a growing private banking presence in Singapore. Backed by a strong regional network and robust capital base, the bank offers a full suite of wealth management solutions tailored to high-net-worth clients across Asia. The Singapore branch plays a strategic role in the groups offshore private banking expansion.

As an Investment Counsellor in the Private Banking division, you will be responsible for offering personalized investment advice and solutions to high-net-worth clients. You will leverage your expertise in financial markets, investment products, and portfolio management to help clients achieve their financial goals. This role requires a deep understanding of the Asian financial landscape and an ability to navigate complex investment strategies.

Key Responsibilities

• Act as a key advisor for clients' investment portfolios, ensuring alignment with their risk profiles and financial goals.
• Guide asset allocation strategies and provide portfolio recommendations to Relationship Managers and clients.
• Deliver regular investment updates through presentations, seminars, and portfolio performance reviews.
• Educate and support RMs in promoting and understanding investment solutions and products.
• Work closely with RMs to tailor client portfolios
• Increase product penetration and AUM through collaboration with internal teams.
• Identify and develop new client opportunities within internal networks across Asia Pacific.

Skills And Experience

• High integrity and adherence to professional and ethical standards.
• Solid investment knowledge and experience in managing private client portfolios.
• Client-focused, credible, and confident in delivering advisory solutions.
• Proven experience in the Asia Pacific wealth management landscape.
• Excellent communication and presentation skills.
• Proactive, commercially minded, and adaptable to client needs.
• Ability to build strong internal and external working relationships.
• Fluency in Mandarin Chinese as the role is required to communicate with North Asian clients.

To Apply

If you are a motivated and experienced investment professional with a passion for providing exceptional client service, please submit your resume in word format to apply.