Private Banking Investment Advisor

TENTEN PARTNERS PTE. LTD; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

TENTEN Partners is seeking a Private Banking Investment Advisor to deliver bespoke investment strategies to high-net-worth clients. This key client-facing role will involve assessing financial goals, managing portfolios, and building long-term relationships. Candidates should have a strong financial background, at least 7 years of experience, and relevant certifications.

Benefits

23 days of annual leave

Comprehensive health and wellness benefits

Supportive work culture with career growth opportunities

Qualifications

• Minimum 7 years of experience in wealth management or investment advisory.
• Strong knowledge of financial markets, investment products, and portfolio construction.
• CACS Paper 1 & 2 certification required; CFA or CFP designations are a plus.

Responsibilities

• Conduct comprehensive assessments to understand clients’ financial goals and risk appetite.
• Manage and optimise investment portfolios in line with market conditions.
• Design and implement tailored investment strategies.

Skills

Client-centric mindset

Excellent communication

Strong knowledge of financial markets

Education

Bachelor’s degree in Finance, Economics, or related discipline

Job description

We are proud to partner with a well-established financial institution to hire a Private Banking Investment Advisor. This is a key client-facing role, focused on delivering bespoke investment strategies and high-touch advisory services to a distinguished clientele.

If you’re passionate about wealth management and thrive in a relationship-driven environment, this is an excellent opportunity to elevate your career in private banking.

What You'll Do

• Conduct comprehensive assessments to understand clients’ financial goals and risk appetite

• Manage and optimise investment portfolios in line with market conditions

• Design and implement tailored investment strategies that align with client objectives

• Deliver regular, transparent portfolio performance updates through reviews and reporting

• Build long-term relationships by understanding evolving client needs and preferences

• Collaborate across teams to stay current on financial products, regulations, and best practices

• Stay informed on market trends, economic developments, and investment opportunities

What We're Looking For

• Bachelor’s degree in Finance, Economics, or a related discipline

• Minimum 7 years of experience in wealth management or investment advisory

• Strong knowledge of financial markets, investment products, and portfolio construction

• Excellent communication and interpersonal skills, with a client-centric mindset

• CACS Paper 1 & 2 certification required; CFA or CFP designations are a strong plus

What’s on Offer

• Salary: SGD 100,000 – 150,000 per annum

• 23 days of annual leave

• Comprehensive health and wellness benefits

• Supportive and collaborative work culture with career growth opportunities

If you’re ready to bring bespoke investment solutions to life for high-net-worth clients, send your cv to [e-mail].

Equal Opportunity Statement

TENTEN Partners is an equal opportunity firm and is committed to providing equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected characteristic as outlined by applicable laws.