Investment Counsellor (private Bank)
Singapore, S00, SG, Singapore
Job Description
: Private Bank Investment Counsellor (Singapore)
Location:
SingaporeDepartment:
Private Banking / Wealth ManagementSummary
The Investment Counsellor provides tailored investment advice to HNW/UHNW clients and partners closely with Relationship Managers to deliver portfolio strategies aligned with client goals and MAS regulations.
Responsibilities
+ Deliver customized multi-asset investment advice and portfolio construction aligned with client risk profiles and objectives. + Conduct portfolio reviews, provide rebalancing and market-driven recommendations.
+ Present investment views and strategies in joint client meetings with RMs.
+ Ensure all advisory activities comply with MAS suitability and documentation standards.
+ Collaborate with CIO, product, and research teams to deliver investment ideas and solutions.
+ Support asset growth, advisory penetration, and client acquisition efforts.
Qualifications
+ Bachelor's degree in finance, Economics, or related field; CFA/CFP/CAIA preferred. + Min 7 years of investment advisory or portfolio management experience in private banking.
+ MAS licensing/CMFAS modules as required.
+ Strong market knowledge, analytical skills, and ability to communicate complex ideas clearly.
+ Client-focused, detail-oriented, and strong collaboration skills.
23C1935
R1105492
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Job Detail
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Job IdJD1682397
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSingapore, S00, SG, Singapore
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EducationNot mentioned