Senior Investment Counselor - Private Banking (Director)
Core
Strategic investment professional advising ultra-high net worth clients in Singapore and Mainland China on markets, investments, and wealth planning.
Role type
Senior IC Private Banking Investment Counselor (Director level)
Builds
Customized investment solutions and wealth management strategies for UHNW clients
Domain
Private Banking / Wealth Management / Asian Markets
Required skills
Investment advisory, UHNW client relationship management, market analysis, wealth planning, cross-asset class strategy, risk assessment, compliance, Mandarin fluency
Preferred skills
CFA charter, MBA degree, experience in Singapore or Mainland China markets
Technologies
N/A
Responsibilities
Establish and grow investment relationships with Singapore & Mainland Chinese UHNW clients; Provide actionable investment ideas and advice on traditional and alternative investments; Execute trades and manage brokerage activity; Assess risk and ensure compliance with laws and firm policies; Leverage local network to introduce new clients to the bank
Seniority
Director, Senior IC
