Current jobs related to Investment Advisor/Counsellor - Singapore - Unicorn Advisor (HK) Limited


  • Singapore OCBC Bank Full time

    Job Description - Investment Advisor/Counsellor, Group Consumer Financial Services (240001 BG)Position Overview:Investment Advisor/Counsellor, Group Consumer Financial Services - (240001 BG)Responsibilities: Provide portfolio advisory support to Relationship Managers (RMs), focusing on Unit Trust & Treasury Products. Interpret and forecast economic data,...

  • Investment Counsellor

    4 weeks ago


    Singapore HSBC Full time

    Investment Counsellor Role OverviewHSBC Global Private Banking is seeking a highly skilled Investment Counsellor to join our team. As a key member of our team, you will be responsible for providing expert investment advice to high net worth and ultra-high net worth clients.Key ResponsibilitiesEstablish credibility and trusting relationships with clients as...


  • Singapore OCBC Bank Full time

    Job Description - Investment Advisor/Counsellor, Group Consumer Financial Services (2400015 T)Responsibilities:Provide portfolio advisory support to Relationship Managers (RMs), focusing on Unit Trust & Treasury Products. Interpret and forecast economic data, translating them into actionable trade or product ideas, and source investment products. Provide...


  • Singapore OCBC Bank Full time

    Job Description - FX Advisor/Counsellor - Wealth Specialists (240000 AI)FX Advisor/Counsellor - Wealth Specialists-(240000 AI)Primary Responsibilities: To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. Monitor and ensure prompt execution of all FX products under the Premier FX product shelf. Call on...


  • Singapore Unicorn Advisor (HK) Limited Full time

    - >8 years of experience with proven track record in investment advisory; portfolio management, brokerage, or institutional sales - Extensive knowledge of private banking business (onshore and offshore),  - FX specialist preferably - Fluency in Mandarin is a MUST


  • Singapore DBS Bank Limited Full time

    Business FunctionAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and aspirations. With a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide our customers with tailored financial solutions to...


  • Singapore Unicorn Advisor (HK) Limited Full time

    We are seeking a seasoned investment professional to join our team at Unicorn Advisor (HK) Limited. The ideal candidate will have a proven track record in investment advisory, with extensive experience in portfolio management, brokerage, and institutional sales.Key responsibilities will include:Providing expert advice on investment strategies and portfolio...


  • Singapore DBS Bank Limited Full time

    Business FunctionAt DBS Consumer Banking Group, we empower our customers to achieve their financial goals. As a market leader, we offer a comprehensive range of products and services to cater to their diverse needs. Our financial solutions are tailored to support our customers at every stage of their lives.ResponsibilitiesDevelop investment proposals that...


  • Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    Roles & ResponsibilitiesJob Description & RequirementsTaurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment...


  • Singapore OCBC Bank Full time

    Job Description - Bancassurance Advisor/Counsellor (Premier Banking)Group Consumer Financial Services (240001 BM)Responsibilities: Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products. Joint collaboration with Premier Banking RMs on client meetings and proposals preparation. Conduct continuing education for...


  • Singapore OCBC Bank Full time

    Job Description - Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services (240001 BM)Responsibilities: Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products. Joint collaboration with Premier Banking RMs on client meetings and proposals preparation. Conduct continuing education...


  • Singapore DBS Bank Limited Full time

    SVP, Investment Counsellor, Private Banking, Consumer Banking GroupSVP, Investment Counsellor, Private Banking, Consumer Banking Group Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full...

  • Investment Advisor

    3 weeks ago


    Singapore SPRING PROFESSIONAL LHH (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesYour new companyOur client is an established, award winning MFO based in Hong Kong, serving HNW clients with tailored investment solutions. Your new roleAs an Investment Advisor, you will collaborate closely with a team of bankers to support them and the esteemed HNW clients. You will provide bespoke investment advisory that aligns...


  • Singapore Bank of Singapore Full time

    About the RoleWe are seeking a highly skilled Investment Advisor to join our team at Bank of Singapore. As an Investment Advisor, you will be responsible for formulating investment strategies and working with Relationship Managers to manage client portfolios.Key ResponsibilitiesProvide premium investment advisory services to Private Banking clients and...

  • Investment Strategist

    1 month ago


    Singapore HSBC Full time

    Unlock Your Potential as an Investment CounsellorAre you a seasoned professional looking to take your career to the next level? Do you have a passion for helping high net worth and ultra-high net worth clients achieve their financial goals? We're seeking a highly skilled Investment Counsellor to join our team at HSBC Global Private Banking.Key...


  • Singapore DBS Bank Full time

    As an Investment Portfolio Assistant with DBS Bank, you will play a crucial role in helping clients achieve their financial goals.Company OverviewDBS Consumer Banking Group is the leading bank in Asia, providing a full spectrum of products and services to help our customers realise their dreams and aspirations at every life stage.We offer a dynamic...


  • Singapore DBS Bank Limited Full time

    Job Title: Strategic Investment AdvisorDBS Consumer Banking Group is seeking a highly skilled Strategic Investment Advisor to join our team. As a market leader in the consumer banking business, we offer a full spectrum of products and services to help our customers achieve their financial goals.Key Responsibilities:Deliver exceptional service to...


  • Singapore DBS Bank Limited Full time

    Associate/Senior Associate, Assistant Investment Counsellor, Private Banking, Consumer Banking GroupBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services,...


  • Singapore Options Group Full time

    Senior Investment AdvisorWe are seeking a seasoned professional with extensive experience in the dynamic financial industry to join our team at Options Group.Key Responsibilities:Provide expert investment advice to clients, leveraging robust analytical skills and deep knowledge of securities, derivatives, and structured products.Develop and implement...


  • Singapore DBS Bank Full time

    Job Highlights: As a key member of DBS Consumer Banking Group, you will play a vital role in supporting investment counsellors in developing and enhancing relationships with clients. Your expertise will help prepare investment proposals tailored to clients' target strategic asset allocation and risk profile. You will also assist in gathering information on...

Investment Advisor/Counsellor

1 month ago


Singapore Unicorn Advisor (HK) Limited Full time
Key Responsibilities

We are seeking a highly experienced Investment Advisor/Counsellor to join our team at Unicorn Advisor (HK) Limited.

As a key member of our team, you will be responsible for:

  • Providing expert investment advice to high net worth individuals and institutional clients
  • Managing and growing client portfolios to achieve their financial goals
  • Developing and maintaining strong relationships with clients and internal stakeholders
  • Staying up-to-date with market trends and regulatory changes to provide informed advice
Requirements

To be successful in this role, you will need:

  • At least 8 years of experience in investment advisory, portfolio management, brokerage, or institutional sales
  • Extensive knowledge of private banking business, including onshore and offshore operations
  • FX specialist skills, preferably
  • Fluency in Mandarin is a must

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.