Investment Consultant

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 6,000 - 500,000; Full time

Benefits offered by this job

6,000 SGD allowance

Commission

Job summary

PLACEMENT PROFESSIONALS in Singapore seeks a seasoned wealth advisor to manage and grow a portfolio of retail and high-net-worth clients within its private client division, in partnership with leading global asset managers. Join a dynamic firm backing private equity heritage and delivering institutional-grade strategies.

The role requires CFMAS certification, Singaporean PR or citizen status, and a proven track record in private banking.

Qualifications

• CFMAS certification required.
• Singaporean citizen or permanent resident.
• Experience in private banking or wealth management with HNW clients.
• Proven ability to grow a portfolio and generate qualified leads.

Skills

Interpersonal skills

Relationship management

Private banking experience

Portfolio growth

Education

CFMAS certification

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 retail and 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

• Experience within private banking or wealth management, with a verifiable track record of managing and growing a portfolio of retail investors and HNW relationships. The role is further supported by a consistent stream of qualified leads from the firm's established corporate partnerships.
• Practical experience in interpreting and applying investment research for financial products from leading global asset managers to inform investment strategy.
• A background that demonstrates exceptional interpersonal skills and the professional gravitas required to build rapport with investors, C-suite executives, and multi-generational families.
• Entry Level candidates, Financial Advisors, Relationship Managers, Private Bankers welcomed.

Required

Obtain or posses CFMAS certification.

Singaporean Permanent Resident or Citizen only

Compensation

$6,000 allowance + commission

$60,000 - $500,000 Buy Out Package for current High Performers

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