Investment Counsellor - Private Wealth

BEATHCHAPMAN (PTE. LTD.); Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A regional financial institution is seeking a finance professional with at least 8 years of experience in investment consulting to provide bespoke investment advice and drive impactful strategies. The ideal candidate will have a strong understanding of financial markets, excellent communication skills, and a relevant degree. This role is based in Singapore and requires a proactive approach to client engagement.

Qualifications

• At least 8 years’ experience in wealth management or investment consulting.
• Deep understanding of financial markets and investment products.
• Excellent communicator with ability to engage senior stakeholders.

Responsibilities

• Conduct comprehensive financial assessments for clients.
• Design and implement customised investment strategies.
• Execute portfolio trades and manage asset allocations.
• Build and nurture strong client relationships.
• Collaborate with internal teams on regulatory developments.

Skills

Wealth management

Investment consulting

Financial assessments

Client relationship management

Portfolio management

Education

Bachelor’s degree in Finance, Economics, or related discipline

Advanced qualifications (CFA, CFP, or CACS)

Job description

Take on a pivotal role within a regional financial institution; providing bespoke investment advice and drive impactful, client-focused investment strategies.

What You'll Do:

• Conduct comprehensive financial assessments to understand clients’ unique investment goals, risk appetite, and financial circumstances.
• Design and implement customised investment strategies aligned with client objectives and evolving market conditions.
• Execute portfolio trades and manage asset allocations proactively to optimize performance and risk management.
• Build and nurture strong client relationships via regular engagement, ensuring their financial needs are consistently met.
• Collaborate closely with internal teams to remain current on product offerings, regulatory developments, and industry best practices.

Who You Are:

• A finance professional with at least 8 years’ experience in wealth management or investment consulting.
• Holder of a bachelor’s degree in Finance, Economics, or a related discipline; advanced qualifications and certifications such as CFA, CFP, or CACS are highly valued.
• Deep understanding of financial markets, investment products, and portfolio management techniques.
• Excellent communicator with proven ability to build rapport and engage senior stakeholders.

Reg No. R22104718
BeathChapman Pte Ltd
Licence no. 16S8112