Investment Counselor

1 week ago

Singapore River Ambition Group Singapore Pte. Ltd. (SG) Full time $90,000 - $120,000 per year

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 planning.
  • Recommend suitable investment products and services to clients, such as stocks, bonds, funds, etc.
  • Conduct regular market trend analysis to provide clients with the latest investment opportunities and risk assessments.
  • Assist clients in identifying and managing financial risks to ensure the safety and growth of their assets.
  • Regularly compile performance reports of client investment portfolios for reference
  • Organize roadshows and host client events to promote Singapore's market trends and investment directions.

The ideal candidate will possess the following:

  • Min 5 years of experience in wealth management or private banking
  • Strong understanding of the Greater China market is highly advantageous
  • CACS 1 & 2 certifications required
  • CFA/CPA preferred
  • Fluent in English and Mandarin to liaise with internal and external Chinese-speaking stakeholders and clients
  • Excellent communication and client advisory skills

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number: D. License Number: 10C5117 EA Personal Registration Number: R

  • Investment Counselor

    5 days ago

    Singapore Citi Full time $120,000 - $260,000 per year

    Discover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewWhether you're at the start of your career or looking to discover...

  • Investment Counselor

    3 days ago

    Singapore Citi Full time $80,000 - $150,000 per year

    Discover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewWhether you're at the start of your career or looking to discover...

  • IPB Investment Counselor

    2 weeks ago

    Singapore Citi Full time

    Vice President (VP), IPB Investment Counselor - C13, SINGAPORE Join to apply for the Vice President (VP), IPB Investment Counselor - C13, SINGAPORE role at Citi Continue with Google Continue with Google Vice President (VP), IPB Investment Counselor - C13, SINGAPORE 3 days ago Be among the first 25 applicants Join to apply for the Vice President (VP), IPB...

  • IPB Investment Counselor

    1 week ago

    Singapore Citi Full time

    Vice President (VP), IPB Investment Counselor - C13, SINGAPORE Join to apply for the Vice President (VP), IPB Investment Counselor - C13, SINGAPORE role at Citi Continue with Google Continue with Google Vice President (VP), IPB Investment Counselor - C13, SINGAPORE 3 days ago Be among the first 25 applicants Join to apply for the Vice President (VP), IPB...

  • Vice President

    4 days ago

    Singapore Citi Full time

    **Job Description for Investment Counselor - VP** The Investment Counselor (IC) is a strategic professional who stays abreast of developments within their own field and the business. They recognized as the authority for investment products and market trends within the business. To be effective in this role, the IC is required to communicate and disseminate...

  • IPB Investment Counselor

    2 weeks ago

    Singapore Citigroup Inc. Full time

    Overview 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...

  • IPB Investment Counselor

    2 weeks ago

    Singapore Citi Full time

    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 be effective in this role, the IC is required to communicate and disseminate market views both internally and to external...

  • IPB Investment Counselor

    2 weeks ago

    Singapore Citi Full time

    The Investment Counselor (IC) is a strategic professional who stays abreast of developments within their own field and the business. They recognized as the authority for investment products and market trends within the business. To be effective in this role, the IC is required to communicate and disseminate market views both internally and to external...

  • IPB Investment Counselor

    2 weeks ago

    Singapore Citi Full time

    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 be effective in this role, the IC is required to communicate and disseminate market views both internally and to external...

  • Investment Counselor

    2 weeks ago

    Singapore Citigroup Inc. Full time

    Overview 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...