Investment Counsellor, Chinese speaking

Perennial HR; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading financial institution in Singapore is seeking an experienced financial advisor focused on managing high-net-worth client investment portfolios. The role involves guiding asset allocation strategies, delivering investment updates, and collaborating closely with Relationship Managers. Successful candidates will have integrity, solid investment knowledge, and fluency in Mandarin to interact with North Asian clients.

Qualifications

• High integrity and adherence to professional and ethical standards.
• Proven experience in managing private client portfolios.
• Ability to build strong internal and external working relationships.

Responsibilities

• Act as a key advisor for clients' investment portfolios.
• Guide asset allocation strategies.
• Educate and support RMs in promoting investment solutions.

Skills

Client-focused

Fluency in Mandarin Chinese

Excellent communication and presentation skills

Solid investment knowledge

Proactive and adaptable

Job description

Overview

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 group's offshore private banking expansion.

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.