Investment Consultant

REVUP CONSULTING PTE. LTD.; Singapore; On-site; SGD 153,000 - 180,000; Full time

Job summary

A regional bank in Singapore seeks an Investment Consultant to support its Private Wealth business. Responsibilities include managing client portfolios, analyzing performance, and delivering investment advisory services. Candidates should have a strong background in private wealth management, relevant academic qualifications, and proficiency in Mandarin. The role offers an attractive remuneration package up to S$180,000.

Qualifications

• Strong track record in private client or wealth management.
• Ability to engage senior stakeholders effectively.
• High ethical standards and results-driven approach.

Responsibilities

• Manage and optimize client portfolios aligned to risk profiles.
• Monitor portfolio performance and suggest adjustments.
• Deliver investment advisory and support relationship managers.
• Educate and engage stakeholders to promote investment products.
• Drive client acquisition and relationship building efforts.

Skills

People management

Investment experience

Communication skills

Presentation skills

Proficiency in Mandarin

Education

Relevant academic qualifications

CACS certification

Job description

A Regional Bank is seeking for an Investment Consultant to support its Private Wealth business. This role focuses on driving asset allocation, portfolio management, and investment product adoption, while supporting revenue growth through high-quality advisory and execution services.

This is a highly visible opportunity within a growing private banking platform, where you will work closely with Relationship Managers, Investment teams, and regional stakeholders to shape portfolio strategies, promote house views, and drive focused product sales. You will also interact with senior management and influence decisions. In return, you will enjoy an attractive total remuneration of up to S$180,000.

Responsibilities

• Own and champion the asset allocation and portfolio management process, constructing and maintaining client portfolios aligned to risk profiles and model portfolios
• Monitor and analyse portfolio performance against benchmarks, providing attribution analysis and recommending strategic and tactical asset allocation adjustments
• Deliver investment advisory and execution services while supporting relationship managers in managing and optimising client portfolios
• Educate and influence stakeholders through client reviews, seminars, presentations, and ongoing engagement to promote investment products and portfolio solutions
• Drive growth and client acquisition by partnering with IPB teams to develop target clients across APAC and build profitable, long-term client relationships

Qualifications

• Demonstrated people management experience with a strong track record in private client or wealth management
• Relevant academic qualifications and solid investment experience, with CACS certification preferred/required
• High standards of integrity and professional ethics, combined with a positive, results-driven and commercially minded approach
• Excellent communication and presentation skills, able to engage senior and diverse stakeholders across APAC
• Proficient in Mandarin to support Mandarin speaking clients and stakeholders

Candidates who meet the above requirements are welcome to submit their updated CV.

Se Wei Ng
R1110161
EA License: 22S1193