Senior Investment Counselor, Private Banking & Wealth

CFA Institute; Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A leading financial services company in Singapore seeks an experienced Private Banking Advisor to provide high-value services to high net worth clients. You will develop client relationships, monitor investment portfolios, and ensure compliance with regulatory standards. The ideal candidate has a degree in Finance or Business and at least 8 years of portfolio management experience. A CFA qualification is advantageous. This role offers a competitive salary and dynamic work environment.

Benefits

Competitive salary

Benefits package

Professional development opportunities

Qualifications

• Minimum 8 years of experience in portfolio management for high net worth clients.
• Solid understanding of financial and investment markets.
• Analytical mind and sensitivity to financial market trends.

Responsibilities

• Provide advisory and investment services to high net worth clients.
• Develop and maintain client relationships with Relationship Managers.
• Monitor clients' portfolios and develop appropriate investment strategies.
• Ensure compliance with policies and regulatory standards.

Skills

Portfolio management

Client relationship management

Financial market analysis

Education

Degree holder in Finance, Business or related discipline

CFA qualification

Job description

A leading financial services company in Singapore seeks an experienced Private Banking Advisor to provide high-value services to high net worth clients. You will develop client relationships, monitor investment portfolios, and ensure compliance with regulatory standards. The ideal candidate has a degree in Finance or Business and at least 8 years of portfolio management experience. A CFA qualification is advantageous. This role offers a competitive salary and dynamic work environment.