Investment Counsellor

TECH AALTO PTE. LTD.; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

TechAalto Pte Ltd in Singapore seeks an Investment Counsellor to provide high-value investment advice to HNW and UHNW clients. You will partner with Relationship Managers to deliver tailored, multi-asset investment solutions and act as the subject-matter expert for strategy, suitability, and portfolio optimisation.

The role demands deep market insight, exceptional communication, and collaboration with internal teams to ensure compliant, robust advisory solutions and ongoing portfolio enhancement

Qualifications

• Prior experience in Investment Advisory / Investment Counselling within 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 around trading, suitability, and regulated advisory standards.

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 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.

Skills

Investment knowledge

Client-facing

Portfolio advisory

Market analysis

Regulatory awareness

Team collaboration

Tools

Microsoft Office

Financial analysis tools

Job description

Investment Counsellor

TechAalto is supporting a leading EAM in expanding its advisory team. We are looking for a highly skilled Investment Counsellor to 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 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 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 in Investment Advisory / Investment Counselling within 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.

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

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