Investment Consultant (Private Banking)
BEARING SEARCH PTE. LTD.
Responsibilities
Requirements
- Oversee the end-to-end investment advisory process for Private Wealth clients to deepen engagement, broaden product usage, and grow recurring revenue.
- Lead portfolio construction and asset allocation for clients, acting as the key advisor to stakeholders involved in managing the portfolios.
- Work closely with relationship managers to evaluate client portfolios and demonstrate how adjustments can better align with recommended models.
- Drive sales of priority investment products by collaborating with IPB teams and identifying opportunities within their client books.
- Map out high-potential clients across Asia Pacific and develop targeted engagement strategies to build profitable, long-term relationships.
Requirements
- Relevant education in Banking, Business and Finance related discipline.
- Demonstrated experience in servicing HNW clients within thewealth management covering APAC, with strong proficiency in managing North Asian markets.
- CACS Papers 1 & 2
- Excellent communicator with good presentation skills.
JOB SUMMARY
Investment Consultant (Private Banking)
BEARING SEARCH PTE. LTD.
Singapore
2 days ago
N/A
Full-time
Investment Consultant (Private Banking)