Investment Consultant - Private Bank

Salary :

$150,000 - 200,000 yearly

Company : Ethos Beathchapman

Job Type : Full Time

Singapore

Number of Applicants

000+

Apply Now

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications

Activate JobCopilot

Job Description - Investment Consultant - Private Bank

A regional bank in Singapore is hiring an Investment Consultant to manage a book of U/HNW clients across Southeast Asia and Greater China.

Responsibilities:

Give investment advice to HNW/UHNW clients across equities, fixed income, FX, structured products, and funds
Build and manage client portfolios based on their risk profile and the bank's house view
Keep tabs on markets and make sure client portfolios stay within their risk limits
Work with Relationship Managers to help them structure portfolios and prepare for client meetings
Keep all client documentation and advisory records clean and compliant

Ideal Requirements:

Degree in Finance, Business, or Accountancy
CACS 1 & CACS 2 is highly preferred
Additional qualifications such as CFA are welcomed but not required
At least 5+ years of investment advisory work in financial services

R22104718
BeathChapman Pte Ltd
Licence no. 16S8112

Original job Investment Consultant - Private Bank posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Apply Now

Auto-Apply to Similar Jobs

Share Job

Get your Resume Reviewed for Free

Automate Job Applications for Similar Jobs

Auto-Apply to Investment Consultant Jobs with your AI JobCopilot

Auto-Apply with AI

Similar Investment Consultant Jobs in Singapore

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Investment Consultant - Private Bank

Job Description - Investment Consultant - Private Bank

Similar Investment Consultant Jobs in Singapore

Mobile Apps