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Investment Counsellor – Private Banking
Job in
Singapore, Singapore
Listed on 2026-01-18
Listing for:
RECRUIT AVENUE PTE. LTD.
Full Time
position Listed on 2026-01-18
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
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.
Key Responsibilities- 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
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