Senior Investment Counsellor: Multi-Asset Wealth Advisor

Tech Aalto Pte Ltd

Singapore

On-site

SGD 120,000 - 180,000

Full time

7 days ago

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Job summary

Tech Aalto Pte Ltd is seeking an experienced Investment Counsellor to provide high-value investment advice to HNW and UHNW clients. You will act as the subject-matter expert for investment strategy, product suitability, and portfolio optimisation, partnering with Relationship Managers to deliver tailored, multi-asset solutions.

The role requires deep market insight, strong advisory experience, and the ability to articulate market views clearly while ensuring compliance and robust risk management

Qualifications

Experience in investment advisory within private banking or wealth management.
Strong understanding of global financial markets and multi-asset products.
Excellent communication and presentation skills.
High level of integrity and client-focused attitude.

Responsibilities

Partner with Relationship Managers to deliver bespoke investment solutions to HNW/UHNW clients.
Strengthen client relationships and drive portfolio growth, engagement, and profitability.
Assess client goals, risk appetite, and financial needs to develop comprehensive investment strategies.
Conduct regular portfolio reviews, suitability assessments, and ongoing performance monitoring.
Articulate market views and investment themes clearly to clients.
Collaborate with Investments, Research, Risk, Compliance, and Wealth Planning to ensure robust solutions.

Skills

Investment Advisory

Client-facing skills

Portfolio analysis

Tools

Microsoft Office

Job description

The role requires deep market insight, strong advisory experience, and the ability to articulate market views clearly while ensuring compliance and robust risk management

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