Private Banking Investment Consultant

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Singapore seeks an experienced wealth management professional to establish client relationships and provide personalized financial planning. Successful candidates will have over 5 years of experience, relevant certifications, and strong communication skills. The firm emphasizes client-centric services and offers a collaborative environment for professional growth.

Qualifications

• Minimum of 5 years of experience in wealth management or private banking.
• Strong communication skills to effectively interact with clients and colleagues.
• Successful completion of CACS 1 & 2 exams is required.

Responsibilities

• Establish and nurture long-term relationships with clients.
• Provide personalized financial planning advice.
• Conduct market analysis for investment opportunities.
• Ensure compliance with local laws and regulations.

Skills

Strong communication skills

Excellent organizational skills

Time-management skills

Experience with diverse clients

Education

Bachelor’s degree in finance, economics, or related disciplines

CFA or CPA certification

Job description

Brief Summary:

Join a leading player in the financial services sector, renowned for its commitment to excellence and client‑centric approach. This organization values innovation and professionalism, making it an excellent place for individuals seeking to advance their careers in wealth management.

Responsibilities

• Establish and nurture long‑term relationships with clients, delivering tailored services.
• Provide personalized financial planning advice, including investment and tax strategies.
• Recommend appropriate investment products such as stocks, bonds, and mutual funds.
• Conduct market analysis to inform clients about the latest investment opportunities and risk management.
• Assist clients in identifying financial risks while ensuring asset safety and growth.
• Ensure compliance with relevant local laws, regulations, and internal policies.
• Collaborate effectively with cross‑functional teams to address client concerns.
• Engage in ongoing professional development through training and seminars to stay abreast of financial market trends.
• Compile and present comprehensive performance reports on client investment portfolios for transparency.
• Organize client events and domestic branch roadshows to discuss market trends and investment directions.

Requirements

• Bachelor’s degree in finance, economics, or related disciplines.
• Professional certifications such as CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant).
• Minimum of 5 years of experience in wealth management or private banking within financial institutions.
• Strong communication skills to effectively interact with clients and colleagues.
• Excellent organizational and time‑management skills to manage multiple responsibilities effectively.
• Successful completion of CACS 1 & 2 exams is required.
• Experience in serving clients from diverse backgrounds is a plus.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

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