investment counsellor (family office) in Singapore

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job details

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

Our client is looking for an investment advisor / investment strategist to join their team!

job description

about the company
Our Client is a growing, single family office - with key focus in Asia-based investments and has capabilities spanning across multi asset classes. With a culture of excellence, they promote growth opportunities for their employees and believe that people are their strongest asset.

about the job
As an investment advisor, you will oversee the all aspects of investment elements / strategies within the business. Working closely with various internal and external stakeholders, you will be looking at managing a substantial family portfolio across all asset classes.

Other key responsibilities include:

  • Developing investment strategies with both long-term strategic core components as well as short-term tactical opportunities
  • Support investment decisions with calculations of investment risk and return analytics / models and presenting findings to various internal stakeholders

skills and experience required

  • Bachelor's degree in banking and financial services
  • CFA certification is an added advantage
  • At least 8 years of experience in an investment advisory role within the private banking sector or family office
  • Excellent understanding and knowledge investments across all major asset classes e.g. securities, commodities and real estate
  • The ability to speak Mandarin language is preferred as this role requires the incumbent to deliver presentations in Mandarin
  • 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


Bachelors degree

educational requirements

Bachelor Degree