Investment Consultant

6 days ago

Singapore Aeon Search Consulting Full time

We are seeking an experienced Investment Consultant to support UHNW clients with bespoke investment solutions.

Key Responsibilities

  • Build and maintain long-term, trusted relationships with UHNW clients.
  • Provide tailored financial and investment advice across asset classes, including equities, fixed income, funds, and structured products.
  • Conduct financial planning, portfolio construction, and risk management to safeguard and grow client assets.
  • Deliver insights through market research and analysis, keeping clients updated on investment opportunities and risks.
  • Ensure all recommendations and transactions are compliant with MAS regulations and internal bank policies.
  • Collaborate with product, compliance, and operations teams to deliver a seamless client experience.
  • Participate in roadshows, branch events, and client seminars to promote market trends and investment strategies.
  • Prepare regular portfolio performance reports and reviews for clients.

Requirements

  • Bachelor’s degree in Finance, Economics, or related field.
  • CFA or CPA qualification preferred.
  • Relevant experience in wealth management, private banking, or investment advisory.
  • Proven track record of serving North Asia and SEA clients.
  • CACS Paper 1 & 2 certified.
  • Strong investment knowledge with the ability to deliver tailored advisory solutions.
  • Strong relationship management, presentation, and interpersonal skills.

Interested applicants, please email a copy of resume tojene@aeon-search.comfor a discussion.

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