Investment Counsellor (Private Bank)

RECRUIT AVENUE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking an experienced Investment Counsellor to provide tailored investment advice for HNW/UHNW clients. The role requires strong investment advisory skills, collaboration with Relationship Managers, and adherence to MAS regulations. Ideal candidates have 5-7 years of relevant experience and a degree in finance or related field. This position offers opportunities for professional growth in a dynamic environment.

Qualifications

• 5-7 years of investment advisory or portfolio management experience in private banking.
• MAS licensing/CMFAS modules as required.
• Client-focused and detail-oriented with strong collaboration skills.

Responsibilities

• Deliver customized investment advice and portfolio strategies to clients.
• Conduct portfolio reviews and market-driven recommendations.
• Collaborate with teams to deliver investment ideas and solutions.

Skills

Investment advisory

Portfolio management

Strong market knowledge

Analytical skills

Communication skills

Education

Bachelor’s degree in finance or related field

CFA/CFP/CAIA

Job description

Job Description: Private Bank Investment Counsellor (Singapore)

Department: Private Banking / Wealth Management

Summary

The Investment Counsellor provides tailored investment advice to HNW/UHNW clients and partners closely with Relationship Managers to deliver portfolio strategies aligned with client goals and MAS regulations.

Responsibilities

• Deliver customized multi-asset investment advice and portfolio construction aligned with client risk profiles and objectives.
• Conduct portfolio reviews, provide rebalancing and market-driven recommendations.
• Present investment views and strategies in joint client meetings with RMs.
• Ensure all advisory activities comply with MAS suitability and documentation standards.
• Collaborate with CIO, product, and research teams to deliver investment ideas and solutions.
• Support asset growth, advisory penetration, and client acquisition efforts.

Qualifications

• Bachelor’s degree in finance, Economics, or related field; CFA/CFP/CAIA preferred.
• Min 5 -7 years of investment advisory or portfolio management experience in private banking.
• MAS licensing/CMFAS modules as required.
• Strong market knowledge, analytical skills, and ability to communicate complex ideas clearly.
• Client-focused, detail-oriented, and strong collaboration skills.