Investment Counsellor (Private Bank)

About the role

Our client, a global private bank, is looking for an experienced private bank investment counsellor to join their team. Key Responsibilities: - Serve as a primary investment advisor to HNW and UHNW clients, building deep, long-term relationships and establishing strong credibility in the market Provide investment insights, portfolio construction guidance, and actionable ideas across global markets and multiple asset classes Oversee and support the implementation of investment portfolios, ensuring alignment with client suitability and objectives Partner closely with Relationship Managers to support business development, including acquisition of new clients and growth of existing client wallets Contribute to broader strategic initiatives through strong market awareness and understanding of the competitive landscape Deliver integrated investment solutions by leveraging capabilities across traditional and alternative investments, wealth planning, credit, and global markets Monitor portfolios on an ongoing basis, ensuring optimal performance and adherence to client mandates Maintain strict adherence to internal controls, regulatory requirements, and risk and compliance standards, ensuring timely resolution of audit and regulatory matters Act as a senior contributor to the team, with a willingness to mentor and support junior colleagues The ideal candidate will possess the following: Proven experience in investment advisory, portfolio management, or sell-side/global markets roles Strong track record working with HNW/UHNW clients or sophisticated investor bases Deep understanding of multi-asset investment solutions and global markets Strong communication, influencing, and stakeholder management skills CFA qualification or Master's degree will be highly advantageous Highly disciplined, self-driven, and collaborative in nature If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified. Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117EA Personal Registration Number: R1874269.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at AMBITION GROUP SINGAPORE PTE. LTD.? Share your experience