Private Wealth Investment Advisor – Multi-Asset Expert

moomoo; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A financial services company in Singapore is seeking an experienced Investment Counsellor to provide investment advisory across various asset classes. The ideal candidate will have 5-10 years of experience in private banking or wealth advisory, with strong analytical skills and the ability to clearly communicate investment ideas to clients. Comprehensive compensation and benefits are offered, including insurance coverage.

Benefits

Competitive total compensation

Comprehensive insurance coverage

Diverse work environment

Career development opportunities

Qualifications

• 5–10 years of experience in private banking, wealth advisory, or investment specialist roles.
• Strong knowledge in multi-asset investments including equities and fixed income.
• Confident communicator able to present investment ideas clearly.

Responsibilities

• Provide investment advisory across multi-asset classes.
• Execute and monitor wealth management product flows.
• Conduct portfolio reviews and propose asset allocation.

Skills

Investment advisory

Wealth management

Portfolio reviews

Analytical skills

Communication

Education

Bachelor’s degree; CFA/CAIA preferred

Job description

A financial services company in Singapore is seeking an experienced Investment Counsellor to provide investment advisory across various asset classes. The ideal candidate will have 5-10 years of experience in private banking or wealth advisory, with strong analytical skills and the ability to clearly communicate investment ideas to clients. Comprehensive compensation and benefits are offered, including insurance coverage.