Investment Counsellor | Private Banking / Wealth Management

Investment Counsellor | Private Banking / Wealth Management

A well-established financial institution with a strong presence across Asia, offering a comprehensive range of private banking, wealth management and investment solutions. The bank provides a dynamic platform for investment professionals to leverage their market expertise, work closely with high-net-worth clients and contribute to the growth of its wealth management business.

About the Role

We are seeking an experienced Investment Counsellor to join the bank's Private Banking and Wealth Management team. The successful candidate will partner closely with Relationship Managers to provide investment advisory services, develop tailored portfolio strategies and deliver investment solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

This role offers an opportunity to combine financial markets expertise with client advisory, supporting portfolio growth and long-term wealth management objectives.

Key Responsibilities

1. Provide investment advisory and portfolio recommendations to HNW and UHNW clients, taking into consideration their investment objectives, risk appetite and market conditions.

2. Partner with Relationship Managers to identify investment opportunities, deepen client engagement and drive investment product penetration and revenue growth.

3. Develop and present investment strategies across equities, fixed income, funds, structured products and alternative investments.

4. Monitor client portfolios, asset allocation and market developments, providing timely investment insights, portfolio reviews and rebalancing recommendations.

5. Collaborate with Investment Strategy, Research, Product and Compliance teams to deliver suitable investment solutions while ensuring adherence to regulatory and internal policies.

Requirements

1. Bachelor's degree in Finance, Economics, Banking or a related discipline; CFA, CFP or other relevant professional qualifications are advantageous.

2. Relevant experience in investment advisory, investment counselling or portfolio advisory within Private Banking, Wealth Management or Asset Management.

3. Strong knowledge of global financial markets, asset allocation, portfolio construction and multi-asset investment products.

4. Proven ability to engage HNW and UHNW clients, communicate investment strategies effectively and work closely with Relationship Managers to drive investment opportunities.

5. Strong analytical, presentation and relationship management skills, with a sound understanding of MAS regulations, client suitability requirements and relevant regulatory certifications.

Interested to Explore?

Please send your updated CV to [email protected] for a confidential discussion.

Referrals are welcome!

EA Licence No.: 22S1193
EA Registration No.: R2096281