Investment Counselor (Private Banking)

Ambition Singapore; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A respected Asian Private Bank in Singapore is seeking an experienced Investment Counselor to establish long-term relationships with high-net-worth clients and provide customized financial planning advice. The ideal candidate should have at least 5 years of experience in wealth management, fluency in English and Mandarin, along with CACS 1 & 2 certifications. This role offers opportunities to conduct market analysis and host client events to promote investment strategies.

Qualifications

• Minimum 5 years of experience in wealth management or private banking.
• Strong understanding of the Greater China market.
• Excellent communication and client advisory skills.

Responsibilities

• Establish and maintain relationships with high-net-worth clients.
• Provide customized financial planning advice.
• Conduct regular market trend analysis.

Skills

Wealth management

Client advisory

Market trend analysis

Financial planning

Fluency in Mandarin

Education

CACS 1 & 2 certifications

CFA or CPA

Job description

Our client, a well-regarded Asian Private Bank is looking for an experienced Investment Counselor to join their team.

Key Responsibilities: -

• Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service.
• Provide customized financial planning advice based on client needs, including investment and tax planning.
• Recommend suitable investment products and services to clients, such as stocks, bonds, funds, etc.
• Conduct regular market trend analysis to provide clients with the latest investment opportunities and risk assessments.
• Assist clients in identifying and managing financial risks to ensure the safety and growth of their assets.
• Regularly compile performance reports of client investment portfolios for reference
• Organize roadshows and host client events to promote Singapore's market trends and investment directions.

The ideal candidate will possess the following:

• Min 5 years of experience in wealth management or private banking
• Strong understanding of the Greater China market is highly advantageous
• CACS 1 & 2 certifications required
• CFA/CPA preferred
• Fluent in English and Mandarin to liaise with internal and external Chinese-speaking stakeholders and clients
• Excellent communication and client advisory skills

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to [e-mail]. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.