VP, Private Banking Investment Consultant, China Market

Perennial HR; Singapore; On-site; USD 100,000 - 200,000; Full time

Job summary

An established industry player in wealth management is seeking a seasoned Investment Counsellor to enhance their expert team. This role involves delivering tailored investment advice to ultra-high-net-worth clients and family offices, focusing on multi-asset-class portfolios. You will collaborate closely with relationship managers, providing strategic insights and market trends to drive asset growth. The ideal candidate will possess deep financial market knowledge and a strong background in private banking. If you are a proactive advisor with a passion for client engagement and investment strategy, this opportunity is perfect for you.

Qualifications

• Minimum 10 years of experience in Private Banking Investment Advisory.
• Strong knowledge of wealth management solutions.

Responsibilities

• Provide proactive investment counselling services on multi-asset-class portfolios.
• Conduct regular portfolio reviews with relationship managers.

Skills

Investment Advisory

Portfolio Management

Market Analysis

Client Relationship Management

Financial Markets Knowledge

Regulatory Knowledge

Adaptability

Education

CACS Papers 1 & 2

CFA Certification

Job description

VP, Investment Counsellor, China Market

Our client, a leading global wealth management firm with a strong presence in Asia, provides tailored financial solutions to ultra-high-net-worth clients and family offices. We are looking for an experienced Investment Counsellor to join a well established IC team. Committed to delivering expert investment advisory services, the role will help clients navigate multi-asset-class portfolios. The investment counsellor will be working closely with relationship managers to drive asset growth and market engagement through strategic insights and portfolio management.

Key Responsibilities:

• Provide proactive investment counselling services on multi-asset-class portfolios to Relationship Managers, high net worth clients, External Asset Managers and Family Offices.

• Conduct regular portfolio reviews with relationship managers to align with clients investment goals

• Keep clients and relationship managers informed with the latest market trends and insights.

• Offer timely portfolio updates and investment recommendation

• Execute securities transactions and obtain market quotes when required.

Requirements:

• Minimum 10 years experience in Private Banking Investment Advisory

• Strong knowledge of wealth management solutions and the ability to recommend suitable investment portfolios.

• CACS Papers 1 & 2, CFA certifications preferred.

• Deep understanding of financial markets and regulatory frameworks.

• Independent yet team-oriented, adaptable, and eager to learn.

• Native Chinese speaking is mandatory to engage Chinese speaking clients in the Greater China region.