Private Banking Investment Consultant (Singapore)

About the role

The Private Banking Investment Consultant will work closely with private bankers, product managers and market specialists to design and deliver tailored investment solutions for high‑net‑worth clients in Singapore. The role focuses on constructing diversified portfolios, providing market insights and supporting the team in achieving investment‑related KPIs.

Key responsibilities

• Enhance internal processes to improve client experience.
• Collaborate with private bankers and product teams to deliver suitable investment portfolio solutions.
• Construct multi‑asset portfolios based on clients' risk appetite and investment suitability.
• Assist with investment‑related queries from clients and internal stakeholders.
• Provide market updates and investment ideas to clients and private bankers.
• Share investment views with product managers to develop appropriate product solutions.

Required profile

• Diploma or degree with relevant professional qualifications (CMFAS Module 1B & 5, CACS Paper 1 & 2).
• CFA charterholder or candidate (preferred).
• Minimum of 2 years of relevant experience in private banking or investment advisory.

Required skills

• Strong investment knowledge of equities, structured products and treasury products.
• Ability to process diverse market views and provide concise recommendations.
• Competence in structuring and recommending investment portfolios for clients.
• Capability to make independent business decisions based on sound financial principles.