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AVP Investment Counselor — North Asia Markets

PowerToFly

Singapore

On-site

SGD 70,000 - 100,000

Full time

2 days ago
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Job summary

A leading global financial institution is seeking an experienced AVP, Investment Counselor to manage investment relationships in Singapore. In this role, you will communicate market views and collaborate closely with Relationship Managers to provide tailored investment advice to high net worth clients. Essential qualifications include 6-10 years in investment product sales and fluency in Mandarin or Cantonese. The position requires strong interpersonal skills and a broad understanding of financial planning strategies, with opportunities for travel.

Benefits

Access to learning resources
Health and wellness support

Qualifications

  • 6-10 years of experience in investment product sales required.
  • Broad understanding of financial services and planning strategies.
  • Client-centric skills including excellent verbal and written communication.

Responsibilities

  • Manage investment relationships and communicate market views.
  • Function as primary contact for clients and trusted investment advisor.
  • Collaborate with Relationship Managers to deliver customized proposals.

Skills

Investment product sales
Client-centric communication
Business-level Mandarin
Interpersonal skills

Education

Bachelor’s degree
Master’s degree
Job description
A leading global financial institution is seeking an experienced AVP, Investment Counselor to manage investment relationships in Singapore. In this role, you will communicate market views and collaborate closely with Relationship Managers to provide tailored investment advice to high net worth clients. Essential qualifications include 6-10 years in investment product sales and fluency in Mandarin or Cantonese. The position requires strong interpersonal skills and a broad understanding of financial planning strategies, with opportunities for travel.
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