Job Description

Job Details
Location
Singapore
Salary
SGD100000 - SGD120000 per annum
Job Type
Ref
BH-23774
Contact
Contact email
Posted
about 24 hours ago
Job Details
Location
Singapore
Salary
SGD100000 - SGD120000 per annum
Job Type
Ref
BH-23774
Contact
Contact email
Posted
about 24 hours ago Take on a high-impact commercial role within a regional financial institution - providing bespoke investment advice and driving client-focused strategies for ultra/high-net-worth individuals.
What You'll Do

• Conduct comprehensive financial assessments to understand each client's investment goals, risk appetite, and overall financial circumstances.
• Design and implement tailored investment strategies aligned with client objectives and shifting market conditions.
• Execute trades and manage portfolio allocations proactively to optimize performance and mitigate risk.
• Build and maintain trusted client relationships through regular engagement and long-term portfolio oversight.
• Partner with internal teams to stay abreast of product developments, market trends, and regulatory changes.

Who You Are

• A finance professional with a minimum of 8 years' experience in wealth management, investment counselling, or advisory roles.
• Degree-qualified in Finance, Economics, or a related discipline; advanced certifications (e.g. CFA, CFP, CACS) are highly regarded.
• Strong knowledge of financial markets, investment products, and portfolio construction methodologies.
• Excellent communicator with a proven ability to engage and influence senior stakeholders and sophisticated clients.
• If you're looking to take the next step in your private wealth career with a forward-looking platform, we'd love to hear from you.

Reg No. R22104718
BeathChapman Pte Ltd
Licence no. 16S8112