investment counsellor - private banking (multiple markets) in singapore

job type
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job details

job category
banking & financial services
job type
working hours
reference number
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job description

We are in partnership with a number of our clients within the private banking sector to hire for investment counsellors across all levels.

job description

about the company
Our clients are is established foreign private banks in the market. We are currently hiring for a couple of investment counsellor positions across various markets for varying experience levels:

  • North Asia - Greater China, Taiwan and Hong Kong
  • Indonesia
  • Japan
  • NRI

about the job

As an investment advisor, you will look to partner with private bankers / relationship managers in managing client portfolios and formulate recommendations aligned with clients’ portfolio allocation preferences to meet investment objectives.

Other key responsibilities include:

  • Work alongside product teams to generate new product offerings to clients, proposing new product ideas and communicating feedback from the market
  • Generate holistic portfolio investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews
  • Active participation in product investment committees - develop, monitor and adhere to new trading ideas for products

skills and experience required

  • Bachelor's degree in banking and financial services or similar field
  • Relevant experience in an investment advisory or portfolio management - minimum of 3 years experience in relevant field
  • Excellent working knowledge in multi-asset classes - securities, structured products etc
  • Strong stakeholder management abilities as this role require liaison with various internal and external stakeholders
  • Excellent communication skills - various markets may have a requirement for language capabilities as the investment counsellor will be required to liaise with clients in specific languages e.g. business mandarin for North Asia market

(Note: more details can be shared on this requirement over an initial chat)

To apply online please use the 'apply' function, alternatively you may contact Chanel Wee at 6510 1365 for a confidential discussion.

EA: 94C3609/ R1223887


Investment Counsellor, Investment Advisor


bachelor's degree

educational requirements

Bachelor Degree