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Investment Consultant - Regional Private Bank - Singapore


REVUP CONSULTING PTE. LTD.
2 days ago
Posted date
2 days ago
N/A
Minimum level
N/A
Full-timeEmployment type
Full-time
FinanceJob category
Finance
An Asian Bank is seeking for an Investment Consultant tosupport its Private Wealth business. This role focuses on driving assetallocation, portfolio management, and investment product adoption, while supporting revenue growth through high-quality advisory and execution services.

This is a highly visible opportunity within a growing private banking platform, where you will work closely with Relationship Managers, Investment teams, and regional stakeholders to shape portfoliostrategies, promote house views, and drive focused product sales. You will also interact with senior management and influence decisions. In return, you will enjoy an attractive total remuneration of up to S$180,000.

Your responsibilities will include:
  • Own and champion the asset allocation andportfolio management process, constructing and maintaining client portfolios aligned to risk profiles and model portfolios
  • Monitor and analyse portfolio performance against benchmarks, providing attribution analysis and recommending strategic and tactical asset allocation adjustments
  • Deliver investment advisory and execution services while supporting relationship managers in managing and optimisingclient portfolios
  • Educate and influence stakeholders through client reviews, seminars, presentations, and ongoing engagement to promote investment products and portfolio solutions
  • Drive growth and client acquisition by partnering with IPB teams to develop target clients across APAC and build profitable, long-term client relationships

You are required to have:
  • Demonstrated people management experience with a strong track record in private client or wealth management
  • Relevant academic qualifications and solid investment experience, with CACS certification preferred/required
  • High standards of integrity and professional ethics, combined with a positive, results-driven and commercially minded approach
  • Excellent communication and presentation skills, able to engage senior and diverse stakeholders across APAC
  • Proficient in Mandarin to support Mandarin speaking clients and stakeholders

Candidates who meet the above requirements are welcome tosubmit their updated CV.

Se Wei Ng
R1110161
EA License: 22S1193
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JOB SUMMARY
Investment Consultant - Regional Private Bank - Singapore
REVUP CONSULTING PTE. LTD.
Singapore
2 days ago
N/A
Full-time

Investment Consultant - Regional Private Bank - Singapore