Premier Investment Specialist / Adviser

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

Our client, a leading international bank, is looking for a highly driven and experienced investment specialist to join their team.

Key Responsibilities:

• Advise Premier clients on investment needs, goals, and risk tolerance; build trusted relationships, collaborating with Relationship Managers
• Design and optimize Premier client portfolios, focusing on strategic asset allocation using structured products, mutual funds, and bonds
• Translating Chief Investment Officer (CIO) view into actionable investment insights for client portfolios
• Evaluate and recommend suitable investment solutions, specializing in structured products, mutual funds, and bonds, based on rigorous due diligence
• Advise clients on wealth lending solutions (e.g., Lombard lending) to complement their investment strategies.
• Coach Relationship Managers to enhance their investment acumen and ability to articulate solutions to clients
• Continuously monitor client portfolio performance, conduct proactive reviews and recommend adjustments for clients
• Ensure strict adherence to regulatory requirements (Monetary Authority of Singapore) and internal policies, managing risks and ensuring fair client dealings

The ideal candidate will possess the following:

• Bachelor's degree in Finance, Economics, Business Administration
• CFA (Chartered Financial Analyst) or other relevant certifications like CFP (Certified Financial Planner) or CAIA (Chartered Alternative Investment Analyst) may also be beneficial
• Relevant experience in an investment advisory, portfolio management, or product specialist role within a private bank, wealth management firm, or asset management company
• Proven track record of advising and managing portfolios for High‑Net‑Worth (HNW) clients in Singapore or the Asia‑Pacific region
• Strong background and demonstrable expertise in structured products, mutual funds (unit trusts), and fixed income (bonds).

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.