Vice President – Investment Advisory (Private Banking / Wealth Management) | Singapore, SG | In[...]

Talentvis Singapore Pte. Ltd.; Singapore; On-site; SGD 150,000 - 240,000; Full time

Job summary

A well-established foreign bank is seeking a high-calibre Vice President for its Investment Advisory team in Singapore. This strategic role involves delivering tailored investment solutions to high-net-worth clients, collaborating with internal stakeholders, and ensuring regulatory compliance. Ideal candidates will have extensive experience in wealth management, fluency in Mandarin, and relevant certifications.

Qualifications

• Minimum 10 years of experience in wealth management or private banking.
• Professional certifications (CFA/CFP) are highly advantageous.

Responsibilities

• Conduct financial assessments to understand clients' investment goals.
• Monitor global markets for proactive investment recommendations.
• Deliver portfolio reviews and maintain transparency with clients.

Skills

Analytical Skills

Interpersonal Skills

Communication Skills

Fluency in Mandarin

Education

Bachelor's in Finance

CFA or CFP Certification

Job description

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

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

Talentvis Singapore Pte. Ltd. Singapore Apply now Posted 2 days ago In-Office Job Permanent Attractive

A well-established foreign bank with a strong Asian footprint is seeking a high-calibre Vice President – Investment Advisory to join its Singapore Wealth Management team. This is a strategic client-facing role where you will deliver bespoke investment solutions to high-net-worth clients, with strong collaboration across regional and head office stakeholders.

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 passedCACS 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 [e-mail] a confidential discussion.

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

We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.

If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.

Instead, please report the message to our support team at [e-mail] .

It is advisable to always verify job offers directly with the hiring company.

More Jobs From Talentvis Singapore Pte. Ltd.

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.