Investment Counsellor, Chinese speaking

Perennial HR; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

A leading Asian financial institution seeks an Investment Counsellor to provide personalized investment advice and manage high-net-worth portfolios. The role focuses on leveraging investment expertise to support clients' financial goals and requires strong communication skills and fluency in Mandarin. Join a dynamic team to expand wealth management services in the Asia Pacific region.

Qualifications

• Solid experience in managing private client portfolios.
• Proven track record in Asia Pacific wealth management.

Responsibilities

• Act as key advisor for clients' investment portfolios.
• Guide asset allocation strategies and provide recommendations.
• Deliver regular investment updates through presentations.

Skills

Investment knowledge

Client-focused

Excellent communication skills

Fluency in Mandarin Chinese

Job description

Our client is a leading Asian financial institution with a growing private banking presence in Singapore. Backed by a strong regional network and robust capital base, the bank offers a full suite of wealth management solutions tailored to high-net-worth clients across Asia. The Singapore branch plays a strategic role in the groups offshore private banking expansion.

As an Investment Counsellor in the Private Banking division, you will be responsible for offering personalized investment advice and solutions to high-net-worth clients. You will leverage your expertise in financial markets, investment products, and portfolio management to help clients achieve their financial goals. This role requires a deep understanding of the Asian financial landscape and an ability to navigate complex investment strategies.

Key Responsibilities

• Act as a key advisor for clients' investment portfolios, ensuring alignment with their risk profiles and financial goals.
• Guide asset allocation strategies and provide portfolio recommendations to Relationship Managers and clients.
• Deliver regular investment updates through presentations, seminars, and portfolio performance reviews.
• Educate and support RMs in promoting and understanding investment solutions and products.
• Work closely with RMs to tailor client portfolios
• Increase product penetration and AUM through collaboration with internal teams.
• Identify and develop new client opportunities within internal networks across Asia Pacific.
  

Skills And Experience

• High integrity and adherence to professional and ethical standards.
• Solid investment knowledge and experience in managing private client portfolios.
• Client-focused, credible, and confident in delivering advisory solutions.
• Proven experience in the Asia Pacific wealth management landscape.
• Excellent communication and presentation skills.
• Proactive, commercially minded, and adaptable to client needs.
• Ability to build strong internal and external working relationships.
• Fluency in Mandarin Chinese as the role is required to communicate with North Asian clients.