Investment Counsellor

Tech Aalto; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Tech Aalto Pte Ltd is seeking an experienced Investment Counsellor to provide high-value investment advice to HNW and UHNW clients. You will act as the subject-matter expert for investment strategy, product suitability, and portfolio optimisation, partnering with Relationship Managers to deliver tailored, multi-asset solutions.

The role requires deep market insight, strong advisory experience, and the ability to articulate market views clearly while ensuring compliance and robust risk management

Qualifications

• Experience in investment advisory within private banking or wealth management.
• Strong understanding of global financial markets and multi-asset products.
• Excellent communication and presentation skills.
• High level of integrity and client-focused attitude.

Responsibilities

• Partner with Relationship Managers to deliver bespoke investment solutions to HNW/UHNW clients.
• Strengthen client relationships and drive portfolio growth, engagement, and profitability.
• Assess client goals, risk appetite, and financial needs to develop comprehensive investment strategies.
• Conduct regular portfolio reviews, suitability assessments, and ongoing performance monitoring.
• Articulate market views and investment themes clearly to clients.
• Collaborate with Investments, Research, Risk, Compliance, and Wealth Planning to ensure robust solutions.

Skills

Investment Advisory

Client-facing skills

Portfolio analysis

Tools

Microsoft Office

Job description

Investment Counsellor

About the Role

TechAalto is supporting a leading EAM in expanding its advisory team. We are looking for a highly skilledInvestment Counsellorto provide high-value investment advice to High Net Worth (HNW) and Ultra-High Net Worth(UHNW) clients. This role requires deep market insight, strong portfolio advisory experience, and the ability to partner closely with Relationship Managers to deliver tailored, multi-asset investment solutions.

You will act as the subject-matter expert for investment strategy, product suitability, and portfolio optimisation, ensuring clients receive world-class advisory support.

Key Responsibilities

• Partner with Relationship Managers to deliverbespoke investment solutionsto HNW/UHNW clients.


• Strengthen client relationships and drive portfolio growth, engagement, and profitability.


• Assess client goals, risk appetite, and financial needs to develop comprehensive investment strategies.


• Conduct regular portfolio reviews, suitability assessments, and ongoing performance monitoring.


• Articulate market views and investment themes in a clear and client-appropriate manner.


• Collaborate with internal functions including Investments, Research, Risk, Compliance, and Wealth Planning to ensure recommended solutions are robust and compliant.


• Support enhancements to advisory processes, tools, and future service offerings by capturing business and client requirements.

Requirements

• Prior experience inInvestment Advisory / Investment Counsellingwithin Private Banking or Wealth Management.


• Strong understanding of global financial markets, multi-asset products, investment strategies, and portfolio construction.


• Excellent communication and presentation skills with strong client-facing capability.


• Strong risk awareness, especially around trading, suitability, and regulated advisory standards.


• Highly analytical, detail-oriented, organised, and capable of handling multiple client portfolios.


• Strong proficiency in Microsoft Office and financial analysis tools.


• Team-oriented, quick learner, high level of integrity, and a positive, client-focused attitude.

When you apply,you voluntarily consent to the disclosure, collection and use of your personal data for employment/recruitment and related purposes in accordance with theTech Aalto Privacy Policy, a copy of which is published at Tech Aalto's website(https://www.techaalto.com/privacy/)

Confidentiality is assured, and only shortlisted candidates will be notified for interviews.

Tech Aalto Pte Ltd | 24S2130 EA| Pushpanjli Kir | R1657306.