Premier Investment Advisor - Wealth Portfolios & Solutions

Ambition Group Singapore Pte. Ltd. (SG); Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading international bank in Singapore seeks an experienced investment specialist to advise and manage High‑Net‑Worth client portfolios. Responsibilities include strategic portfolio design, client relationship management, and compliance with regulatory requirements. The ideal candidate holds a relevant bachelor's degree, along with certifications like CFA or CFP, and has a proven track record in investment advisory. This role offers an opportunity to work with a prestigious team, focusing on structured products, mutual funds, and fixed income.

Qualifications

• At least 3 years of experience in investment advisory or portfolio management within a private bank.
• Proven ability to manage High‑Net‑Worth (HNW) client portfolios successfully.
• Strong understanding of structured products, mutual funds, and fixed income.

Responsibilities

• Advise clients on investment needs and build relationships with Relationship Managers.
• Design and optimize client portfolios based on strategic asset allocation.
• Evaluate and recommend suitable investment solutions.
• Coach Relationship Managers on investment strategies.

Skills

Investment advisory

Portfolio management

Client relationship management

Education

Bachelor's degree in Finance, Economics, Business Administration

CFA, CFP, or CAIA certifications

Job description

A leading international bank in Singapore seeks an experienced investment specialist to advise and manage High‑Net‑Worth client portfolios. Responsibilities include strategic portfolio design, client relationship management, and compliance with regulatory requirements. The ideal candidate holds a relevant bachelor's degree, along with certifications like CFA or CFP, and has a proven track record in investment advisory. This role offers an opportunity to work with a prestigious team, focusing on structured products, mutual funds, and fixed income.