North Asia Investment Counselor & Wealth Solutions Expert

PowerToFly; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A leading financial services company seeks an Investment Counselor in Singapore to manage investment relationships and provide high-quality client advisory. The ideal candidate will have 10-15 years of experience in investment product sales, a strong understanding of financial services, and excellent communication skills. Fluency in Mandarin and/or Cantonese is essential. This role offers opportunities to educate sales force and grow client investments while ensuring compliance with regulations.

Qualifications

• 10‑15 years of experience in investment product sales.
• Broad understanding of financial services and financial planning strategies.
• Excellent interpersonal, verbal and written communication skills.

Responsibilities

• Work closely with Client Advisors to manage investment relationships.
• Serve as a primary client contact and trusted investment advisor.
• Educate sales force on product solutions.

Skills

Investment product sales

Client-centric skills

Interpersonal communication

Fluency in Mandarin

Fluency in Cantonese

Education

Bachelor’s degree

Master’s degree preferred

Job description

A leading financial services company seeks an Investment Counselor in Singapore to manage investment relationships and provide high-quality client advisory. The ideal candidate will have 10-15 years of experience in investment product sales, a strong understanding of financial services, and excellent communication skills. Fluency in Mandarin and/or Cantonese is essential. This role offers opportunities to educate sales force and grow client investments while ensuring compliance with regulations.