Director, Investment Counsellor

LOOK CAPITAL PTE. LTD.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A leading family office in Singapore is seeking a Vice President/Director, Investment Counsellor to manage client portfolios and provide tailored investment solutions. The ideal candidate has at least 5 years of investment advisory experience and must be fluent in both Chinese and English. Strong analytical skills and a deep understanding of UHNW client needs are essential. The role involves working closely with internal teams and maintaining open communication with clients to develop effective investment strategies. This position offers a dynamic environment for a results-driven professional.

Qualifications

• Minimum 5 years of professional experience in investment advisory.
• Experience with UHNW clients in the region.
• Proven track record in investment management performance.

Responsibilities

• Manage client portfolios independently and contribute to team goals.
• Provide investment recommendations across various asset classes.
• Engage in ongoing investment dialogue to understand client objectives.
• Identify investment solutions based on market insights.

Skills

Client portfolio management

Investment advisory services

Analytical skills

Communication skills

Fluency in Chinese and English

Education

University degree

Tools

MS Office (Excel, PowerPoint)

Job description

Company Overview

LOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM of 4.5 billion USD. Headquartered in Singapore, we have offices across Beijing, Hong Kong and Shenzhen. With the help of technology, we provide a one-stop service including global asset allocation, legal and tax advisory, and research and investment in cutting-edge global industries for technology millionaires.

Position Overview

LOOK CAPITAL is seeking a Vice President/Director, Investment Counsellor to join our dynamic team. The ideal candidate is an experienced investment professional with a proven ability to manage client portfolios, offer tailored investment solutions, and play a leading role to the team’s success.

Key Responsibilities

• Strong producer and teamwork believer: able to cover own clients' portfolios independently as well as contribute to the team in other aspects
• Provide investment advisory services and recommendations across multiple asset classes to clients
• Service and develop clients by providing investment advice in a holistic approach through a combination of technical knowledge and a structured investment approach
• Maintain investment dialogue with clients on understanding goals and objectives, developing and implementing overall investment plan
• Identify product solutions for client needs, based on view of the market
• Work in close partnership with the internal teams, including but not limited to relationship managers, specialists, product managers and developers

Qualifications

• University degree holder in any discipline, with minimum 5 years of professional experience in a similar investment advisory capacity (open to candidates with markets or asset management experience with strong investment experience)
• Fluent in both Chinese and English is required in order to explain complex investment concepts for clients in both languages
• Thorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instruments
• Strong understanding of the needs and sensitivities of UHNW clients in the region (private individuals and families)
• Proven track record on investment management performance and ability to engage with China clients
• Able to work under minimal supervision; adaptable to work in demanding environment
• Strong analytical and communication skills
• Detail-oriented and results-focused
• Proficiency with MS Office applications like Excel and PowerPoint

LOOK CAPITAL is an equal opportunity employer. All applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.