Private Wealth Investment Advisor: Multi-Asset Strategy

Moomoo Technologies Inc; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive insurance coverage for员工

Team bonding events

Career development opportunities

Business casual attire

Job summary

Moomoo Technologies Inc is seeking an Investment Counsellor for Private Wealth to provide expert investment advisory across multi-asset classes to HNW/UHNW and institutional clients. You will support Relationship Managers with portfolio recommendations, conduct reviews, and deliver market insights to drive client engagement.

The role requires 5–10 years of relevant private banking or wealth advisory experience, a Bachelor's degree, and CFA/CAIA preferred, all within a fast-paced, tech-driven

Qualifications

• Bachelor’s degree required.
• CFA/CAIA preferred.
• 5–10 years of relevant experience in private banking or wealth advisory.
• Strong multi-asset investment knowledge.
• Excellent communication and analytical skills.

Responsibilities

• Provide investment advisory across multi-asset classes to HNW/UHNW, EAM/MFO, and institutional clients.
• Execute and monitor wealth management product flows, including structured notes and funds.
• Conduct portfolio reviews and propose asset allocation strategies.
• Support Relationship Managers with client meetings and investment views.
• Produce market insights and commentaries to support engagement.
• Coordinate with product, trading, and risk teams to ensure best execution and MAS compliance.

Skills

5–10 years of experience in private银行/

Education

Bachelor’s degree

CFA/CAIA preferred

Job description

Moomoo Technologies Inc is seeking an Investment Counsellor for Private Wealth to provide expert investment advisory across multi-asset classes to HNW/UHNW and institutional clients. You will support Relationship Managers with portfolio recommendations, conduct reviews, and deliver market insights to drive client engagement.

The role requires 5–10 years of relevant private banking or wealth advisory experience, a Bachelor's degree, and CFA/CAIA preferred, all within a fast-paced, tech-driven