Current jobs related to Investment Counsellor, Wealth Management - Singapore - CLSA

  • Investment Counsellor

    4 days ago

    Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** Permanent **Salary** $10,000 - $12,000 Per Month **Date Posted** 2 hours ago Additional Details **Job ID** 34132 **Job Views** 1 Roles & Responsibilities **If you are looking to excel, take a closer look at us.** **The incumbent is required to work closely with Private Wealth Management’s...

  • Investment Management Executive

    2 weeks ago

    Singapore Eminent Wealth Management Full time

    **Company Description**: Eminent Wealth Management (representing HSBC Life) is in the business of wealth management and planning. As an investment management trainee with us, you will be given the necessary training and guidance to embark on a career that would see you providing wealth advisory services to our customers.Job Description: - Plan & manage...

  • apex wealth manager

    4 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...

  • VP, Investment Counsellor, China Market

    1 week ago

    Singapore PERENNIAL HR PTE. LTD. Full time

    Roles & ResponsibilitiesOur client, a leading global wealth management firm with a strong presence in Asia, provides tailored financial solutions to ultra-high-net-worth clients and family offices. We are looking for an experienced Investment Counsellor to join a well established IC team. Committed to delivering expert investment advisory services, the role...

  • Investment Counsellor Analyst

    2 weeks ago

    Singapore HSBC Full time

    Job description**Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Investment Management Associate

    1 week ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    About UsAPEX WEALTH MANAGEMENT LLP is a dynamic and innovative financial services company dedicated to helping individuals achieve their long-term financial goals. We pride ourselves on our commitment to excellence and our passion for delivering exceptional client experiences.Role Overview:As an Investment Management Associate, you will play a key role in...

  • Wealth Management Administrator

    1 week ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Why Join Us?At APEX WEALTH MANAGEMENT LLP, we offer a dynamic and supportive work environment where you can grow and develop your career. We are committed to delivering exceptional results for our clients, and we seek like-minded individuals who share our passion for excellence.We believe that our people are our greatest asset, and we invest in their growth...

  • Wealth Investment Advisor

    22 hours ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us:Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...

  • Wealth Management Specialist

    1 day ago

    Singapore WEALTH ASIA LLP Full time

    **Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...

  • Wealth Management Specialist

    1 week ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...

  • Wealth Manager

    2 weeks ago

    Singapore iHarvest Wealth Management Pte Ltd Full time

    **About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...

  • Wealth Management Client Advisor

    1 week ago

    Singapore HL BANK Full time

    Job DescriptionThe Wealth Management Client Advisor will work closely with our investments counsellors to co-manage client portfolios and generate investment revenue. This role requires a solid understanding of local regulatory requirements and the ability to conduct business with professionalism and integrity.

  • Wealth Accumulation Specialist

    1 week ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    About UsAPEX WEALTH MANAGEMENT LLP is a dynamic and innovative financial services company dedicated to helping individuals achieve their long-term financial goals. We pride ourselves on our commitment to excellence and our passion for delivering exceptional client experiences.Job Description:As a Wealth Accumulation Specialist, you will play a key role in...

  • Wealth Management Advisor

    1 week ago

    Singapore WEALTH ASIA LLP Full time

    Wealth Management Opportunity:Wealth Asia LLP is a leading provider of wealth management services to affluent individuals. We are seeking a highly motivated and results-driven Wealth Management Advisor to join our team. As a key member of our wealth management team, you will have the opportunity to work closely with our clients to understand their financial...

  • Jade Investment Counsellor

    1 week ago

    Singapore HSBC Full time

    **Some careers shine brighter than others** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Sales, Distribution and Business...

  • Trade Execution Coordinator

    2 days ago

    Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    Role ProfileThis is an exciting opportunity to join our Client Servicing team at Taurus Wealth Advisors Pte. Ltd., a leading multi-family office in Singapore. As a key member of the team, you will provide support to Financial Advisors and Investment Counsellors in all matters relating to execution of client trades with banks or prime...

  • Client Investment Advisor

    7 days ago

    Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    **Job Description & Requirements**: Taurus 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 professionals, the...

  • Client Support Professional

    2 days ago

    Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    Job OverviewTaurus Wealth Advisors Pte. Ltd. is a leading multi-family office headquartered in Singapore, providing wealth advisory and asset management services to clients. We are now seeking a highly driven and dynamic individual to join our Client Servicing team.The role offers the opportunity for growth and self-development within a rapidly growing...

  • Investment Counsellor

    1 week ago

    Singapore HL BANK Full time

    **If you are looking to excel, take a closer look at us. **The incumbent is required to work closely with Private Wealth Management’s Relationship Managers by providing recommendations and ideas on investment solutions to Private Wealth Management’s clients. **Responsibilities**: - Required to be constantly in touch and updated on wealth and treasury...

  • Family Office

    9 hours ago

    Singapore FRANKLIN MEDICI FUND MANAGEMENT PTE. LTD. Full time

    About Us: We are a leading multi-family office based in Singapore. We are looking for an investment counsellor/private bank analyst role for our Singapore team to work with the relationship managers to serve our family office clients. Key Responsibilities: - Work with Relationship Manager(RM) to provide comprehensive family office asset allocation and...

Investment Counsellor, Wealth Management

2 weeks ago

Singapore CLSA Full time

**Key Areas of Responsibilities**
- Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view.
- Formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.
- Partner sales teams on client meetings or social engagements to articulate investment ideas, investment concepts, create investment proposals and conduct timely portfolio reviews.
- Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients.
- Monitor client portfolios for performance, appropriateness and investment opportunities.
- Keep abreast of new products developments in the market, propose new product ideas, further evaluate and promote ideas approved and endorsed by the products management team.
- Ensure that proposed ideas and strategies to clients are closely followed-up with monitoring of market changes and developments that may impact the clients, and give timely advice on the investment portfolios.
- Ensure adherence to internal and external regulations and policies at all times.
- Ensure integrity of sales process and compliance with internal policies and regulatory requirements.
- Build a highly proactive and long-term relationship with clients by generating and sustaining revenue growth whilst broadening client base.

**Requirements**:

- Bachelor degree major in Finance, Business Administration, Economics or related disciplines.
- Chartered Financial Analyst holder or professional qualification of FRM / CPA is preferred.
- Minimum 4 years of experience in financial industry in an investment advisory position preferably in Private Banking / Wealth Management specializing in sales and marketing of investment products, dealing experience will be an advantage.
- Extensive knowledge of investment products including equities, fixed incomes, funds, structured products, FX, options, futures etc.
- Client focused with strong business acumen, presentation (both written and oral), and good relationship building skills.
- Pleasant interpersonal and communications skills.
- Strong analytical and strategic thinking skills with a future-oriented mindset ready to innovate and adapt to changes.
- Clear understanding of inter-dependencies and synergies within the team, and able to collaborate effectively across departments.
- Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient to both clients’ demands and rapid market changes.
- Good command of written and spoken English.
- Must be proficient in spoken Mandarin, particularly in product offering concepts and explanation to Greater China clients.
- Proficient in written Mandarin communications to clients if necessary.
- Possess CACS 1 & 2 certifications, and the relevant CMFAS licensing.