Senior UHNW Wealth Investment Counselor

A leading financial institution in Singapore is looking for a Senior Investment Counselor to establish and manage investment relationships with ultra-high net worth clients. The ideal candidate will have over 8 years of experience in investment advisory and a thorough understanding of market solutions. This role offers comprehensive resources to enhance...

Job Description We are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions tailored to the needs of...

A global financial institution based in Singapore seeks a Senior Investment Counselor. This role requires providing expert investment advice to ultra-high net worth clients, managing relationships, and leveraging market knowledge. Ideal candidates should have over 8 years of relevant experience and regulatory certifications such as CACS and CFA. Competitive...

Our client, a well-regarded Asian Private Bank is looking for an experienced Investment Counselor to join their team.Key Responsibilities: -Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service.Provide customized financial planning advice based on client needs, including investment and tax...

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and...

**COMPANY**: RW Lomond is a UK based property development company in the Over 55’s (Baby Boomers) property market, as well as the residential subdivision sector and CBD super high-end mid-rise apartment sector. Apart from property developing we also specialise in acquiring high value and yield producing property assets. **ROLE**: Due to an unprecedented...

A financial advisory firm in Singapore is seeking a professional to build and maintain relationships with Ultra High Net Worth (UHNW) individuals, provide bespoke investment advice, and manage discretionary portfolios. The ideal candidate should have strong analytical skills, a bachelor's degree in a relevant field, and experience in the finance industry....

**JOB DESCRIPTION** Job Responsibilities** - Focus on ultra-high-net-worth (Principal Business) individuals and families in Australia, as well as the largest Endowments and Foundations in Australia, with coverage out of Singapore - Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and...

**JOB DESCRIPTION** Job Responsibilities** - Focus on ultra-high-net-worth (Principal Business) individuals and families in Australia, as well as the largest Endowments and Foundations in Australia, with coverage out of Singapore - Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and...

IPB Investment Counselor (North Asia market)Join to apply for the IPB Investment Counselor (North Asia market)role at Citi . The Investment Counselor (IC) is a strategic professional who stays abreast of developments within their own field and the business. They are recognized as the authority for investment products and market trends within the business. To...