Job Description

Our client, a well-regarded Asian Private Bank is looking for an experienced Investment Counselor to join their team.
Key Responsibilities: -

• Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service.
• Provide customized financial planning advice based on client needs, including investment and tax planning.
• Recommend suitable investment products and services to clients, such as stocks, bonds, funds, etc.
• Conduct regular market trend analysis to provide clients with the latest investment opportunities and risk assessments.
• Assist clients in identifying and managing financial risks to ensure the safety and growth of their assets.
• Regularly compile performance reports of client investment portfolios for reference
• Organize roadshows and host client events to promote Singapore's market trends and investment directions.

The ideal candidate will possess the following:

• Min 5 years of experience in wealth management or private banking
• Strong understanding of the Greater China market is highly advantageous
• CACS 1 & 2 certifications required
• CFA/CPA preferred
• Fluent in English and Mandarin to liaise with internal and external Chinese-speaking stakeholders and clients
• Excellent communication and client advisory skills

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.
Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.
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Investment Counselor (Private Banking)
Singapore Posted about 20 hours ago
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