AVP, Investment Counsellor, Private Bank
PerennialHR is hiring an AVP Investment Counsellor for a well-established Asian Private Bank in Singapore. The role involves providing holistic investment advisory, portfolio construction, and asset allocation to HNW/UHNW clients across multi-asset classes. Candidates must have 3+ years of experience in private banking advisory and hold CACS certifications. The position requires close partnership with relationship managers to drive investment strategy and portfolio rebalancing.
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Experience
3+ years
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
PerennialHR is hiring an AVP Investment Counsellor for a well-established Asian Private Bank in Singapore. The role involves providing holistic investment advisory, portfolio construction, and asset allocation to HNW/UHNW clients across multi-asset classes. Candidates must have 3+ years of experience in private banking advisory and hold CACS certifications. The position requires close partnership with relationship managers to drive investment strategy and portfolio rebalancing.
TAL's take
Solid role at a private bank via a reputable agency, clearly defined advisory scope in wealth management.
Very clear scope, responsibilities, and regulatory requirements for a private banking investment role.
Must haves
- Minimum 3 years investment advisory/counselling in private banking
- Strong knowledge in multi-asset products and portfolio construction
- Experience advising HNW/UHNW clients
- CACS Paper 1 & 2 completed
- Strong communication and presentation skills
Tools and skills
Nice to have: cfa.
About the company
PerennialHR is a recruitment agency, tier 2 assigned for service/staffing firm.