Investment Counsellor

Responsibilities

• Provide investment advisory support to Private Banking Relationship Managers and clients
• Conduct portfolio reviews, asset allocation discussions and investment suitability assessments
• Develop and present investment ideas across equities, fixed income, funds, structured products and alternative investments
• Participate in client meetings and investment presentations
• Monitor market developments and provide timely investment recommendations
• Support the implementation of investment strategies and portfolio positioning
• Work closely with Product, Investment and Relationship Management teams to deliver holistic client solutions

Requirements

• Min 5 to 10 years of relevant experience as an Investment Counsellor, Investment Advisor, Portfolio Advisor, Product Specialist or similar investment advisory role within Private Banking or Wealth Management
• Strong knowledge across multiple asset classes, including equities, fixed income, funds and structured products
• Proven ability to engage High-Net-Worth and Ultra-High-Net-Worth clients on investment matters
• Strong understanding of portfolio construction and asset allocation principles
• CACS certification is required
• Strong presentation, communication and stakeholder management skills
• Additional Information
• Singapore-based role
• Coverage of Taiwanese and Greater China Private Banking clients
• Opportunity to join a growing Private Banking platform with an established client franchise
• Interested applicants may submit their updated resume in strict confidence.
• We also welcome referrals of suitable candidates within your professional network.
• Glenn Wong 黄世豪
• Director, Financial Services
• RevUp Consulting
• EA Licence No.: 22S1193
• EA Registration No.: R11106685
• LinkedIn: www.linkedin.com/in/glennwongfsg/

Additional Information

Investment Counsellor Private Banking | Singapore Our client is an established Asian private bank with a strong presence across Greater China and Southeast Asia. As part of its continued growth and commitment to enhancing its investment advisory capabilities, the bank is seeking an experienced Investment Counsellor to join its Singapore Private Banking platform. This role will work closely with Relationship Managers and High-Net-Worth / Ultra-High-Net-Worth clients, providing investment advice, portfolio construction guidance and market insights across a broad range of investment products and asset classes.

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