Investment Counselor

RICH FOREVER FAMILY OFFICE PTE. LTD.; Singapore; On-site; SGD 180,000 - 300,000; Full time

Job summary

Rich Forever Family Office PTE. LTD. is seeking a seasoned investment advisory professional with a strong track record in wealth management and asset allocation.

The role involves providing tailored portfolio solutions, conducting cross-asset research, and presenting strategies to clients and relationships managers. The ideal candidate will have 10+ years in investment advisory or related financial services, with deep knowledge of equities, fixed income and funds, and advanced Excel/PowerPoint

Qualifications

• Bachelor’s Degree in Finance, Economics, Business, Banking or related discipline.
• At least 10 years of relevant experience in investment advisory, private banking, wealth management, asset management, family office or related financial services environment.
• Good understanding of financial markets and multiple asset classes, particularly equities, fixed income and investment funds.
• Strong analytical skills with the ability to evaluate investment opportunities independently.
• Ability to construct and review investment portfolios based on different objectives and risk profiles.
• Strong communication and presentation skills.
• Proficient in Microsoft Excel and PowerPoint.
• CFA, CAIA or other relevant professional qualifications would be an advantage.

Responsibilities

• Provide investment advisory and portfolio solutions based on clients’ objectives, risk profiles and market conditions.
• Conduct market research and analysis across asset classes including equities, fixed income, funds, ETFs and structured products.
• Develop investment ideas and recommendations based on macro trends and market developments.
• Assist in portfolio construction, asset allocation and rebalancing to meet objectives.
• Monitor portfolios and provide regular reviews and recommendations.
• Prepare investment proposals, portfolio analyses, market updates and related materials.
• Evaluate investment products and opportunities for risk-return and suitability.
• Liaise with private banks, fund managers and external counterparties on products and execution.
• Support management and Relationship Managers in investment discussions and presentations.
• Maintain documentation and ensure compliance with internal policies and regulatory requirements.
• Perform other investment-related duties and projects.

Skills

Financial markets

Analytical skills

Portfolio construction

Communication

Excel

PowerPoint

Education

Bachelor’s degree in Finance/Economics/Business/Banking or related

Tools

Excel

PowerPoint

Job description

Job Responsibilities:

• Provide investment advisory and portfolio solutions based on clients’ investment objectives, risk profiles and market conditions.

• Conduct market research and analysis across various asset classes, including equities, fixed income, funds, ETFs, structured products and other investment instruments.

• Develop investment ideas and recommendations based on macroeconomic trends, market developments and investment opportunities.

• Assist in portfolio construction, asset allocation and portfolio rebalancing to achieve clients’ investment objectives.

• Monitor existing investment portfolios and provide regular portfolio reviews and recommendations.

• Prepare investment proposals, portfolio analysis, market updates and other investment-related materials.

• Evaluate investment products and opportunities, including risk-return characteristics and suitability for different investment strategies.

• Liaise with private banks, financial institutions, fund managers and other external counterparties on investment products, market information and execution matters.

• Support management and/or Relationship Managers in investment discussions and presentations.

• Maintain proper documentation and ensure investment activities comply with internal policies and applicable regulatory requirements.

• Perform other investment-related duties and projects as assigned.

Requirements:

• Bachelor’s Degree in Finance, Economics, Business, Banking or a related discipline.

• At least 10 years of relevant experience in investment advisory, private banking, wealth management, asset management, family office or a related financial services environment.

• Good understanding of financial markets and multiple asset classes, particularly equities, fixed income and investment funds.

• Strong analytical skills with the ability to evaluate investment opportunities independently.

• Ability to construct and review investment portfolios based on different investment objectives and risk profiles.

• Strong communication and presentation skills.

• Proficient in Microsoft Excel and PowerPoint.

• CFA, CAIA or other relevant professional qualifications would be an advantage.