Investment Advisor, Private Bank (Director)

REVE PARTNERS EXECUTIVE SEARCH PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A private bank in Singapore seeks an experienced Investment Counsellor to deliver tailored investment advice and portfolio solutions to ultra-high-net-worth clients. You will collaborate with Relationship Managers to create custom investment proposals, ensure compliance with regulations, and stay current on market trends. The ideal candidate will have over 7 years in investment advisory and relevant qualifications. A competitive compensation package is offered.

Qualifications

• 7+ years of experience in investment advisory or related function within Wealth Management.
• Possession of CACS qualifications.
• Strong understanding of strategic asset allocation and investment objectives.

Responsibilities

• Provide high quality investment advisory services to private banking clients.
• Collaborate with Relationship Managers in client meetings to develop strategies.
• Staying updated on market trends and product developments.

Skills

Investment advisory services

Client relationship management

Market trends analysis

Compliance awareness

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

Investment Counsellor

Established Private Bank

Our client, an global Private Bank with strong presence across key dynamic markets is looking for an Investment Counsellor to join them in front office teams in Singapore. This individual will play a key role in delivering tailored investment advice and portfolio solutions to ultra / high-net-worth clients, aligning with their long-term financial goals and risk appetite.

Responsibilities

• Provide high quality investment advisory services to private banking clients, formulating bespoke investment strategies that align with their strategic asset allocation, investment objectives, and risk profiles.
• Collaborate with Relationship Managers in client meetings to articulate investment ideas and strategies, deliver portfolio reviews, and create customized investment proposals.
• Staying abreast of market trends and product developments
• Proposing innovative product ideas tailored to client needs
• Always ensure full compliance with internal policies and external regulatory requirements.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Minimum of 7 years' experience in investment advisory or a related function within the Wealth Management industry
• Possess the CACS qualifications

Please send your details to [e-mail] for a confidential discussion.

We regret that only shortlisted candidates will be contacted.

EA License : 25S2716