Investment Counsellor

Tech Aalto Pte ltd; Singapore; On-site; SGD 180,000 - 320,000; Full time

Job summary

Tech Aalto Pte ltd in Singapore seeks an Investment Counsellor to design, implement, and monitor investment strategies for a diverse client base. You will lead multi‑asset portfolio construction and work closely with Relationship Managers to translate client needs into actionable investment solutions.

Responsibilities include periodic reviews, macroeconomic research, and due diligence on asset managers. Strong communication and compliance awareness are essential for success in this role.

Qualifications

• Minimum 10 years of experience in investment counselling or portfolio management.
• Strong analytical skills with understanding of global markets and asset allocation.
• Experience advising on discretionary or advisory portfolios.
• Ability to communicate complex investment ideas to RMs and clients.
• Familiarity with Singapore compliance and governance requirements.
• Multilingual with ability to engage an international client base.
• Team‑oriented with collaboration across offices.
• CFA, CAIA, CMT or similar certifications are a strong plus.

Responsibilities

• Construct and manage multi-asset portfolios aligned with client objectives and risk profiles.
• Provide proactive investment advice and proposals to clients with RMs to translate needs into investment solutions.
• Conduct periodic portfolio reviews focusing on risk, return, and liquidity.
• Perform macroeconomic, thematic, and market research with emphasis on APAC and global opportunities.
• Monitor portfolio risk, performance, liquidity, and adherence to guidelines.
• Participate in due diligence on asset managers, products, and private markets.
• Contribute to Jupiter’s global investment house view and participate in the investment committee.
• Assist in building the Singapore investment platform with processes, research frameworks, and product access.

Skills

Analytical skills

Global markets knowledge

Portfolio construction

Discretionary/advisory portfolios

Client communication

International client base

Team collaboration

Certifications a plus

Job description

As an Investment Counsellor, you will play a central role in designing, implementing, and monitoring investment strategies for our clients while supporting the growth of our client’s global investment offering.

Your primary responsibilities will include:

• Constructing and managing multi-asset portfolios aligned with client objectives, risk profiles, and market conditions.
• Provide pro-active, high-touch investment advice & proposals to clients along with the RMs to translate client needs into actionable investment solutions
• Conduct periodic portfolio reviews monitoring risk, return and liquidity needs of clients in line with investment guidelines.
• Conducting macroeconomic, thematic, and market research with a focus on APAC and global opportunities
• Monitoring portfolio risk, performance, liquidity, and adherence to investment guidelines
• Participating in due diligence on asset managers, products, and private market opportunities
• Contributing to Jupiter’s global investment house view and participating in the investment committee
• Supporting the build-out of the Singapore investment platform with processes, research frameworks, and product access

Profile & Requirements

• Minimum 10 years of experience as an Investment Counsellor, Investment Advisor, or in Portfolio Management within a financial institution, private bank, or EAM/MFO
• Strong analytical skills and solid understanding of global financial markets, asset allocation, and portfolio construction
• Proven experience managing or advising on discretionary or advisory portfolios
• Ability to communicate complex investment ideas clearly to Relationship Managers and clients
• Familiarity with compliance, suitability requirements, and investment governance in Singapore
• Multilingual professionals with the ability to engage a diverse, international client base
• Team-oriented mindset with the ability to collaborate across offices
• CFA, CAIA, CMT, or other investment-related certifications are a strong plus