Investment Consultant - Private Wealth Management

TALENTVIS SINGAPORE PTE. LTD.; Singapore; On-site; SGD 240,000 - 360,000; Full time

Job summary

TALENTVIS SINGAPORE PTE. LTD. is seeking an experienced Investment Consultant to provide investment advisory services and manage diversified portfolios for HNW/UHNW clients in Singapore.

You will collaborate with Private Banking RMs, internal product teams, and the Taiwan Head Office to align solutions with client objectives and risk profiles. The role requires deep financial markets knowledge, cross-functional collaboration, and a track record of delivering sophisticated investment

Qualifications

• Bachelor's degree required in Finance, Banking, Economics, Business or related discipline.
• Minimum 10 years of experience in Wealth Management, Private Banking, Investment Advisory or Investment Consulting.
• Professional certifications such as CFA, CFP or equivalent are advantageous.
• Strong knowledge of MAS regulations, suitability and compliance in Private Banking in Singapore.

Responsibilities

• Provide investment advisory and develop customized strategies aligned to client objectives and risk profiles.
• Conduct portfolio analyses and monitor markets to identify opportunities.
• Advise on equities, fixed income, funds, structured products and other wealth solutions.
• Coordinate trade execution and portfolio rebalancing per client mandates and controls.
• Regular portfolio reviews, performance reporting and client updates.
• Collaborate with Private Banking RM, product, risk and compliance teams and Taiwan Head Office.

Skills

Investment advisory

Portfolio management

Relationship mgmt

Regulatory compliance

Analytical skills

Communication skills

Presentation skills

Stakeholder management

Investment product knowledge

Education

Bachelor's degree in Finance, Banking, Economics, Business

Tools

Investment analysis tools

Portfolio monitoring tools

Financial reporting tools

Job description

Job Overview

The successful candidate will be responsible for providing investment advisory services, developing tailored investment strategies, and managing investment portfolios for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The role requires strong expertise in financial markets, investment products, portfolio advisory, and client relationship management. The Investment Consultant will work closely with Private Banking Relationship Managers, internal product teams, and senior stakeholders at the Taiwan Head Office to deliver investment solutions aligned with clients' financial objectives and risk profiles.

Key Responsibilities

Investment Advisory & Portfolio Management

• Provide investment advisory services and develop customized investment strategies based on clients' financial objectives, risk appetite, and investment horizons.
• Conduct comprehensive financial and portfolio analyses to identify suitable investment opportunities.
• Advise on investment products, including equities, fixed income, mutual funds, structured products, and other wealth management solutions.
• Monitor financial markets, economic developments, and investment trends to provide timely market insights and recommendations.
• Facilitate trade execution and portfolio rebalancing in accordance with clients' investment mandates and applicable controls.
• Conduct regular portfolio reviews, performance assessments, and investment reporting.

Client Relationship Management

• Partner with Private Banking Relationship Managers to provide investment advisory support to HNW and UHNW clients.
• Build and maintain strong client relationships through regular investment discussions, portfolio reviews, and market updates.
• Present investment strategies and product recommendations clearly and professionally to clients and senior stakeholders.
• Identify opportunities to enhance clients' investment portfolios and deepen existing banking relationships.

Regulatory Compliance & Stakeholder Management

• Ensure investment recommendations and transactions comply with MAS regulations, suitability requirements, and internal compliance policies.
• Maintain accurate documentation of investment recommendations, client interactions, and transactions.
• Collaborate with internal investment, product, risk, and compliance teams to ensure appropriate investment solutions.
• Coordinate with senior management and stakeholders at the Taiwan Head Office on investment initiatives, market developments, and reporting requirements.
• Participate in team discussions, product training, and business development initiatives.

Job Requirements

• Bachelor's degree in Finance, Banking, Economics, Business, or a related discipline.
• Minimum 10 years of relevant experience in Wealth Management, Private Banking, Investment Advisory, or Investment Consulting.
• Proven experience advising HNW/UHNW clients and managing diversified investment portfolios.
• Strong knowledge of financial markets and investment products, including equities, fixed income, mutual funds, structured products, and other investment solutions.
• Demonstrated ability to develop investment strategies, conduct portfolio reviews, and provide investment recommendations.
• Must have completed CACS Paper 1 and Paper 2.
• Good understanding of MAS regulatory requirements, investment suitability, and compliance standards applicable to Private Banking in Singapore.
• Strong analytical, communication, presentation, and client relationship management skills.
• Ability to work closely with Private Banking Relationship Managers and communicate effectively with senior stakeholders at the Taiwan Head Office.
• Proficiency in investment analysis, portfolio monitoring, and financial reporting tools.
• Professional certifications such as CFA, CFP, or equivalent qualifications will be an advantage.

Ideal Candidate Profile

The ideal candidate is an experienced Investment Consultant, Investment Advisor, or Investment Specialist from a Private Banking or Wealth Management environment, with strong expertise in multi-asset investment advisory and portfolio management.

The candidate should possess excellent investment product knowledge, the ability to provide sophisticated investment recommendations to HNW/UHNW clients, and strong stakeholder management capabilities to work effectively with the Singapore Private Banking team and Taiwan Head Office.