Private Wealth - Investment Counsellor/Investment Advisor
Core
Provide tailored investment advice and multi-asset portfolio solutions to high-net-worth clients.
Role type
Investment Counsellor / Investment Advisor
Builds
Tailored investment strategies and portfolio proposals for HNW clients
Domain
Private Wealth / Wealth Management
Deliverable
client delivery
Required skills
Multi-asset investing, portfolio construction, equities, fixed income, funds, structured products, alternative investments, risk management, asset allocation, cash deployment, regulatory compliance (MAS)
Preferred skills
CFA qualification, CMFAS certifications
Technologies
N/A
Responsibilities
Partner with Relationship Managers to understand client objectives and risk appetite; Develop tailored investment strategies and portfolio proposals; Provide investment recommendations across asset classes; Translate market views into actionable ideas; Present investment rationale, risks, and exit strategies; Review portfolios and advise on rebalancing; Support client engagement and investment campaigns; Ensure compliance with MAS regulations.
Seniority
Mid-Senior, client-facing IC
