Investment Counselor / Senior Investment Counselor

AMBITION GROUP SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A well-regarded Asian Private Bank is seeking an experienced Investment Counselor to foster long-term relationships with high-net-worth clients. The ideal candidate will have a minimum of 5 years in wealth management, CACS certifications, and fluency in both English and Mandarin. The role involves providing tailored financial advice and managing client investment portfolios. Interested candidates can apply via email.

Qualifications

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

Responsibilities

• Establish and maintain long-term relationships with high-net-worth clients.
• Provide customized financial planning advice based on client needs.
• Recommend suitable investment products and services to clients.

Skills

Wealth management expertise

Client advisory skills

Market analysis

Fluent in English

Fluent in Mandarin

Education

CACS 1 & 2 certifications

CFA/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.