investment advisor (private banking) in Singapore

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job details

banking & financial services
job type
working hours
reference number
chanel wee, randstad
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job description

job description

about the company
Our Client is an established private bank with a strong brand in the market. With a culture of excellence, they promote growth opportunities for their employees and believe that people are their strongest asset.

about the job
You will be in a team of high performing investment advisors - with key focus in formulating investment ideas / strategies for respective client portfolios. Working closely with various stakeholders such as private bankers and product teams.

Other key responsibilities include:

  • Creation and maintenance of investment strategies in line with client’s investment objectives and risk appetite
  • Jointly grow and develop client relationships together with private bankers by providing valuable market information, investment advice and portfolio reviews to clients
  • Work closely with product specialists to deliver relevant product offerings to clients - identifying trends and refining products when required

skills and experience required

  • Bachelor's degree in banking and financial services
  • CFA certification is an added advantage
  • At least 5 years of experience in an investment advisory role within the private banking sector (all markets)
  • Excellent communication and stakeholder management skills

To apply online please use the 'apply' function, alternatively you may contact Chanel Wee at 6510 1365.

EA: 94C3609/ R1223887


Investment Counsellor, Investment Advisor


Bachelor's degree

educational requirements

Bachelor Degree