Job opening - Investment Advisor, Private Wealth Management in Singapore | Randstad Singapore

summary

singapore
S$10,000 - S$12,000 per month
permanent
full-time

specialism
banking & financial services
sub specialism
private banking
reference number
91M0250865_9013241127136134067

job details

Responsibilities:

Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.
...

Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space
Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.
Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions.
Deliver up-to-date market intelligence and high-quality financial offerings within private banking parameters to sophisticated investors

Requirements:

Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field
Experience: 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products.
Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
CACS 1 & 2 required. CFA preferred

To apply online please use the 'apply' function.
(EA: 94C3609/ R21103354 )

show more

Responsibilities:

Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.

Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space
Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.
Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions.
Deliver up-to-date market intelligence and high-quality financial offerings within private banking parameters to sophisticated investors

Requirements:

Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field
Experience: 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking.
Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products.
Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization.
Language Skills: Proficient in spoken and written English. Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions. Written Mandarin proficiency is preferred for client communication when necessary.
CACS 1 & 2 required. CFA preferred

...

show more

skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree

share this job.

apply with randstad.
Applying for a job is fast and easy. Simply register for a candidate profile and submit your application on our website to start.
we'll contact you.
If you’re suitable for a role, our consultant will contact you to discuss your application and career aspirations.
getting you registered.
If you’ve never worked with us before, we’ll request some basic additional information to confirm your eligibility to work in Singapore.
compliance check.
We'll verify the information through thorough compliance checks and reach out if we need more information.
reference and background check.
As part of the process in ensuring you’re a good fit for the role, we’ll make contact with the references you’ve provided to us.
the perfect job for you.
Our specialist recruiters will either arrange a job interview for the role you’ve applied for, or if they believe there’s a better opportunity, they’ll recommend alternative options to you.
the interview and negotiation.
Using our market intelligence, our recruiters will share tips to ensure that you’re fully prepared for your job interview and help you negotiate the offer!
start your new job.
Congratulations, you’re ready to begin your new job. Our team will prepare you so that you’re ready for your first day.

JC

jamie cai

+65 6510 6578

relationship manager, private wealth management
- permanent
about the companyWorking with a multi-family office providing tailored wealth management solutions for institutional clients, UHNWIs, and their families across the region. about the jobLead the development of business plans, define market strategies, and drive the acquisition and management of HNW/UHNW clients, ensuring sustainable and profitable growth across the international banking space. Conduct thorough due diligence as the first line of defense, en
posted 2 july 2025
about the companyWorking with a multi-family office providing tailored wealth management solutions for institutional clients, UHNWIs, and their families across the region. about the jobLead the development of business plans, define market strategies, and drive the acquisition and management of HNW/UHNW clients, ensuring sustainable and profitable growth across the international banking space. Conduct thorough due diligence as the first line of defense, en
show job details
relationship manager - priority private banking
- permanent
- S$9,000 - S$12,000 per month
Principal Responsibilities:Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.Oversee the total wealth of clients, matching financial and investment product solutions to their needs.Demonstrate a genuine interest in customers, helping them achieve their financial goals.Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.Promote services to poten
posted 2 july 2025
Principal Responsibilities:Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.Oversee the total wealth of clients, matching financial and investment product solutions to their needs.Demonstrate a genuine interest in customers, helping them achieve their financial goals.Collaborate with Product Specialists to provide advanced technical support and address multiple client needs.Promote services to poten
show job details
internal audit, private bank
- contract
about the companyOur Client is a renowned European bank with global footprints.about the jobFollow control guidelines and methodologies provided by the Group/ Head OfficePerform surveillance controls and ensure they adhere to internal guidelinesPerform sample testing and data analysisAssess the quality of the internal processes and proceduresInvestigate root cause of deviation and propose remediation actionsskills and experience required>2 years of experie
posted 27 june 2025
about the companyOur Client is a renowned European bank with global footprints.about the jobFollow control guidelines and methodologies provided by the Group/ Head OfficePerform surveillance controls and ensure they adhere to internal guidelinesPerform sample testing and data analysisAssess the quality of the internal processes and proceduresInvestigate root cause of deviation and propose remediation actionsskills and experience required>2 years of experie
show job details

Thank you for subscribing to your personalised job alerts.

You need to enable JavaScript to run this app.