Private Bank Investment Adviser

3 days ago

River Central Community Development Council, Singapore Randstad Singapore Full time $120,000 - $240,000 per year

Investment Advisor (Private Wealth | High-Net-Worth Clients)Singapore | Permanent RoleA leading financial institution is seeking a dynamic and experiencedInvestment Advisorto join its high-performing wealth management team. This role is ideal for someone who thrives in a fast-paced, client-centric environment and is eager to proactivelydrive internal partnerships, not just wait for referrals to land on their desk.What Makes This Opportunity Unique:The hiring manager isnotlooking for someone who simply advises. They're looking for someone whoenergises the room,builds internal momentum, andactively collaborateswith relationship managers and bankers to deliver top-tier investment strategies to HNW clients.Key Responsibilities:Manage and grow a portfolio of high-net-worth clients by delivering personalised, strategic investment advice.Conduct deep financial analysis, including risk profiling, investment suitability, and market analysis to develop bespoke solutions.Recommend a broad suite of products - including equities, bonds, funds, and structured solutions - based on client objectives.Monitor and review portfolios proactively, ensuring they stay aligned with evolving client needs and market dynamics.Actively engage and build trust with internal stakeholders (e.g., bankers, relationship managers) to promote your advisory services.Stay updated on global economic trends and regulatory developments to provide clients with timely, compliant, and insightful advice.Work with internal product teams and wealth planners to deliver holistic wealth solutions.Participate in client acquisition and business development initiatives.Who We're Looking For:Bachelor's degree in Finance, Economics, Business or related discipline. CFA or CFP preferred.At least 5 years of experience in investment advisory, wealth management, or a similar client-facing role within financial services.Strong product knowledge across asset classes and deep familiarity with the needs of high-net-worth individuals.High energy, self-driven personality with strong networking abilities - especially with internal teams.Excellent communication, presentation, and interpersonal skills - you know how to gain trust quickly.Strong proficiency in financial platforms (e.g., Bloomberg, Refinitiv Eikon, portfolio tools).Holds the relevant certifications and regulatory licenses to advise in Singapore.To apply online please use the 'apply' function, alternatively you may contact at < >.(EA: 94C3609/ R Desired Skills and ExperienceInvestment Advisory, Wealth Management, High-Net-Worth Clients, Financial Planning, Portfolio Management, Investment Strategies, Asset Allocation, Client Relationship Management, Risk Profiling, Financial Markets, Structured Products, Mutual Funds, Fixed Income, Equities, Private Banking, Market Analysis, Regulatory Compliance, Internal Stakeholder Engagement, Business Development, Sales Target Achievement, Financial Analysis, Investment Suitability, Cross-functional Collaboration, Financial Services, Product Knowledge, Client Retention, Networking, Presentation Skills, Bloomberg, Refinitiv Eikon, MAS Licensed, Advisory Sales, Client Acquisition, Investment Products, Financial Consulting, Strategic Advice, Capital Markets, Upselling, Investment Insights

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