Investment Consultant

VANGUARD RECRUITMENT PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An investment firm in Singapore is looking for candidates to join their private client division. This role involves crafting sophisticated investment solutions and managing relationships with high-net-worth clients. Candidates should have a background in investment analysis or portfolio management, with strong interpersonal skills and a commitment to delivering superior client service. Qualification requirements include obtaining a minimum of 4 MAS papers and being a Singaporean Permanent Resident or Citizen.

Qualifications

• Must possess or be able to obtain a minimum of 4 MAS papers.
• Experience in private banking or wealth management.
• Exceptional interpersonal skills.

Responsibilities

• Craft sophisticated investment solutions.
• Foster enduring client relationships.
• Manage and grow a portfolio of HNW/UHNW relationships.

Skills

Investment analysis

Portfolio management

Client relationship management

Communication skills

Job description

Join one of Singapore’s most dynamic investment firms as it expands its exclusive private client division, in partnership with global investment leaders BlackRock, Fidelity, and Schroders. Backed by a strong private equity heritage, the firm delivers institutional‑grade strategies to high‑net‑worth and ultra‑high‑net‑worth clients seeking access to opportunities typically reserved for large institutions. This position offers a rare platform to craft sophisticated investment solutions, foster enduring client relationships, and contribute to a fast‑growing firm redefining wealth management in Asia.

Preferred

• Recent graduates, Financial Advisors, Relationship Managers, Private Bankers welcomed.
• A background in investment analysis, portfolio management, or a related field in a private bank, asset management firm, or multi‑family office.
• Demonstrable experience in constructing and managing multi‑asset class portfolios, with exposure to equities, fixed income, and alternative investments.
• Practical experience in interpreting and applying institutional‑grade investment research from leading global asset managers to inform strategy.
• Experience within private banking or wealth management, with a verifiable track record of managing and growing a portfolio of HNW/UHNW relationships. The role is further supported by a consistent stream of qualified leads from the firm’s established corporate partnerships.
• A background that demonstrates exceptional interpersonal skills and the professional gravitas required to build rapport with entrepreneurs, C‑suite executives, and multi‑generational families.
• A proven ability to deliver a superior service experience, with outstanding communication skills and a meticulous attention to client service detail.

Required

• Will need to obtain or posses minimum 4 MAS papers.
• Singaporean Permanent Resident or Citizen only.