Private Banking - Investment Counsellor

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

Job summary

Reputable Private Bank is seeking a wealth management professional to design and uphold a fair, compliant sales and advisory framework for client risk profiling, pricing, disclosure and suitability checks.

You will collaborate with Relationship Managers to deliver tailored multi-asset portfolio solutions, support RM enablement with training and proposals, and host investment talks with Equity & Fixed Income specialists in the CIO office.

Qualifications

• Deep understanding of wealth management products and governance principles.

Responsibilities

• Framework design and maintenance for a fair, compliant client framework including risk profiling, pricing, disclosure and suitability checks.
• Provide in-depth portfolio and investment advisory across multi-asset classes to assist clients with portfolio construction.
• RM enablement and training: educate Relationship Managers, prepare proposals, accompany sales meetings, and share market updates with RMs.
• Host and facilitate investment talks, seminars, and events with Relationship Managers.

Skills

Wealth management

Governance principles

Sales enablement

Client advisory

Job description

• Framework Design & Maintenance: Design and uphold a robust sales and advisory framework to ensure fair dealing with clients and mitigate conduct risks. This includes overseeing client risk profiling, pricing and risk disclosure, and suitability checks.
• Client & Portfolio Advisory: Partner with Relationship Managers to grow existing client \"share of wallet\" and attract high-net-worth prospects by delivering tailored solutions. Provide in-depth, quality portfolio and investment advisory across multi-asset classes (e.g., managed investments, capital market & treasury products) to assist clients with portfolio construction.
• RM Enablement & Training: Educate Relationship Managers on product solutions, create customized proposals for high-net-worth clients, and accompany sales professionals to client meetings to deliver solutions. Provide daily market, portfolio, and product updates to RMs, ensuring they have the latest information. Conduct market, portfolio, product, and advisory training and coaching, sharing best practices to foster success.
• Subject Matter Expertise & Engagement: Act as a subject matter expert on wealth management products and planning concepts. You'll also host and facilitate investment talks, seminars, and events in collaboration with Relationship Managers.

About The Company

Reputable Private Bank

About The Job

• Framework Design & Maintenance: Design and uphold a robust sales and advisory framework to ensure fair dealing with clients and mitigate conduct risks. This includes overseeing client risk profiling, pricing and risk disclosure, and suitability checks.
• Client & Portfolio Advisory: Partner with Relationship Managers to grow existing client \"share of wallet\" and attract high-net-worth prospects by delivering tailored solutions. Provide in-depth, quality portfolio and investment advisory across multi-asset classes (e.g., managed investments, capital market & treasury products) to assist clients with portfolio construction.
• RM Enablement & Training: Educate Relationship Managers on product solutions, create customized proposals for high-net-worth clients, and accompany sales professionals to client meetings to deliver solutions. Provide daily market, portfolio, and product updates to RMs, ensuring they have the latest information. Conduct market, portfolio, product, and advisory training and coaching, sharing best practices to foster success.
• Subject Matter Expertise & Engagement: Act as a subject matter expert on wealth management products and planning concepts. You'll also host and facilitate investment talks, seminars, and events in collaboration with Relationship Managers.

About The Manager/team

You will be working along experienced Relationship Managers, provided expertise from CIO office together with Equity & Fixed Income Specialists

Skills And Experience Required

This role requires a deep understanding of wealth management products, strong governance principles, and a passion for empowering sales teams and delivering exceptional client solutions.