Vice President - Investment Advisory (Private Banking / Wealth Management)

BMO Harris Bank; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A leading bank seeks a Wealth Management Advisor to conduct financial assessments and create tailored investment strategies. The role involves maintaining HNW/UHNW portfolios, ensuring compliance with regulations, and fluently liaising in Mandarin. Ideal candidates have 10+ years of experience and relevant qualifications.

Qualifications

• Minimum 10 years of experience in wealth management or investment advisory roles.
• Proven ability to manage HNW/UHNW client portfolios across asset classes.
• Must have passed CACS Paper 1 & 2.

Responsibilities

• Conduct in-depth financial assessments to understand clients' investment goals.
• Design and implement customized investment strategies tailored to individual client needs.
• Monitor global markets and provide proactive recommendations.

Skills

Analytical

Interpersonal

Communication

Fluency in Mandarin

Education

Bachelor's degree in Finance, Economics, or related field

CFA certification

CFP certification

Job description

Key Responsibilities:

• Conduct in-depth financial assessments to understand clients' investment goals, financial profile, and risk appetite
• Design and implement customized investment strategies tailored to individual client needs
• Monitor global markets and trends to provide proactive, data-driven recommendations
• Manage and rebalance investment portfolios in alignment with client objectives and market conditions
• Deliver regular portfolio reviews, performance updates, and maintain full transparency with clients
• Build long-term, trust-based relationships with clients through excellent advisory service
• Work closely with internal stakeholders, including Product, Compliance, and Operations, to ensure seamless execution
• Maintain full compliance with MAS regulations and internal risk controls
• Liaise with stakeholders from headquarters in Mandarin and support cross-border client initiatives

Requirements:

• Bachelor's degree in Finance, Economics, or related field; professional certifications such as CFA or CFP are highly advantageous
• Minimum 10 years of experience in wealth management, private banking, or investment advisory roles
• Proven ability to build and manage HNW/UHNW client portfolios across asset classes
• Strong analytical, interpersonal, and communication skills
• Fluency in Mandarin is essential, due to frequent engagement with Mandarin-speaking clients and HQ stakeholders
• Must have passed CACS Paper 1 & 2
• Solid understanding of MAS regulatory framework and financial product suitability requirements

If you are ready to take on a pivotal advisory role within a reputable and growth-focused banking platform, we'd love to hear from you.

Please send your updated CV to [e-mail] for a confidential discussion.

Glenn Wong
Financial Services Business Lead, Talentvis
R1106685 | [e-mail]