investment counsellor - private banking (gc market) in Singapore

chanel wee, randstad
job type
apply now

job details

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

job description

Our client is hiring for an investment counsellor (private banking) in their greater china market!

about the company
Our client is an established private banking with strong presence in the region. Aligned with their growth plans for the greater china region, the banking is looking to hire an investment counsellor to join their growing team.

about the job
As an investment advisor, you will look to partner with private bankers in managing client portfolios and formulate recommendations aligned with clients’ portfolio allocation preferences to meet investment objectives.
Other key responsibilities include:

  • Work alongside product teams to generate new product offerings to clients, proposing new product ideas and communicating feedback from the market
  • Generate holistic portfolio investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews
  • Active participation in product investment committees - develop, monitor and adhere to new trading ideas for products

skills and experience required

  • Bachelor's degree in banking and financial services or similar field
  • At least 5 years of relevant working experience - in private banking and dealing with UHNW clients
  • Ability to communicate (spoken and written) fluently in business mandarin as this role requires you to liaise and provide advisory to Chinese speaking clients
  • Good working knowledge in multi-asset product classes
  • Excellent stakeholder management abilities and presentation skills

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

EA: 94C3609/ R1223887


no additional skills required


no additional qualifications required

educational requirements

Bachelor Degree