Investment Counselor - Private Banking & Wealth Management

About the role

A well-established financial institution with a strong presence across Asia, offering private banking, wealth management and investment solutions, is seeking an experienced Investment Counselor for its Private Banking and Wealth Management team. The role partners closely with Relationship Managers to advise high-net-worth and ultra-high-net-worth clients on tailored portfolio strategies and investment solutions.

Key responsibilities

• Provide investment advice and portfolio recommendations to HNW and UHNW clients, considering their objectives, risk appetite and market conditions.
• Partner with Relationship Managers to identify investment opportunities, deepen client engagement and drive product penetration and revenue growth.
• Develop and present investment strategies across equities, fixed income, funds, structured products and alternative investments.
• Monitor client portfolios, asset allocation and market developments, giving timely insights, reviews and rebalancing recommendations.
• Work with Investment Strategy, Research, Product and Compliance teams to deliver suitable solutions while complying with regulatory and internal policies.

Required profile

• Bachelor's degree in Finance, Economics, Banking or a related discipline; CFA, CFP or other relevant qualifications are advantageous.
• Experience in investment advisory, investment counselling or portfolio advisory within private banking, wealth management or asset management.
• Proven ability to engage HNW and UHNW clients and work closely with Relationship Managers.

Required skills

• Strong knowledge of global financial markets, asset allocation, portfolio construction and multi-asset products.
• Sound understanding of MAS regulations, client suitability requirements and relevant regulatory certifications.
• Analytical, presentation and relationship management skills.

Candidates apply by sending an updated CV to the recruiter, who arranges a confidential discussion; referrals are welcome.