Vice President - Investment Specialist (HNW)
External
Revup Consulting · SingaporePrepare for this interview
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About the role
As a Vice President - Investment Specialist, you will partner closely with Relationship Managers and Private Wealth Advisors to deliver tailored investment solutions for HNW clients. Key responsibilities include: Provide bespoke multi-asset investment strategies aligned to client objectives Partner with front office to drive portfolio advisory and revenue generation Lead client discussions on portfolio construction, risk management, and asset allocation Translate market views into actionable investment ideas Ensure full compliance with regulatory and suitability requirements This is a highly visible role where you will act as a trusted advisor and subject matter expert across investment solutions.
Requirements
- 8-12 years in private banking / wealth management / investment advisory
- Strong experience in multi-asset portfolios, alternatives, structured solutions
- Proven ability to engage HNW clients and senior stakeholders
- CFA or equivalent is advantageous
- Why Apply
- Strong platform with established HNW client base
- High visibility with senior stakeholders
- Opportunity to directly influence portfolio outcomes and revenue growth
- Interested Applicants
- Please reach out directly with your updated CV to:
- 📧 Glenn.Wong@RevUp-Consulting.com
- Referrals are most welcome. If this role is not suitable for you, feel free to share it within your network.
- Glenn Wong
- Director, Financial Services
- RevUp Consulting (EA License: 22S1193)
- EA Reg No: R11106685
Additional Information
Vice President - Investment Specialist (HNW) Our client is a leading and well-established financial institution in Southeast Asia with a strong footprint in wealth management and insurance solutions. They are currently expanding their High Net Worth (HNW) platform and seeking an experienced Investment Specialist to support growth and deepen client engagement.
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