Investment Counsellor – Private Banking

Roles & Responsibilities Investment Counsellor – Private Banking (Singapore) Role Overview

The Investment Counsellor partners with Relationship Managers to provide investment advice and portfolio solutions to HNW/UHNW clients in Singapore, aligning portfolios with client objectives, risk profiles, and house investment views.

• Advise clients across asset classes (equities, fixed income, funds, alternatives, structured products).
• Conduct portfolio reviews, asset allocation, and rebalancing recommendations.
• Translate CIO/house views into client-ready investment solutions.
• Support RMs in client meetings, proposals, and onboarding.
• Ensure suitability, risk management, and compliance with MAS regulations.
• Monitor markets and proactively identify risks and opportunities.

• Bachelor’s degree in Finance, Economics, or related field (CFA preferred).
• Min 4-8 years’ experience in private banking or wealth management.
• Strong knowledge of global markets and multi-asset investing.

• MAS CMS/CMFAS licensing as required.
• Strong client communication, analytical skills, and collaborative mindset.

• Licensing
• Investment Advisory
• Asset Allocation
• Analytical Skills
• Wealth
• Private Banking
• Risk Management
• Economics
• Compliance
• Fixed Income
• Equities