investment counsellor - private banking in singapore

job type
apply now

job details

job category
banking & financial services
job type
working hours
reference number
00 00
apply now

job description

Our client is looking for an Investment Counsellor to join their team!

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, portfolio management, product specialist etc
  • Good 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
  • Ability to communicate (spoken and written) fluently in Japanese language is key as this role requires you to liaise and provide advisory Japanese speaking clients

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

EA: 94C3609/ R1223887


no additional skills required


no additional qualifications required

educational requirements

Bachelor Degree