Investment Consultant (Private Banking)

Location
Islandwide
Job Type
Full-time
Experience
Mid
Category
General
Salary
$8,000 - $13,000
Posted
1 week ago
Expires
Feb 6, 2026
Views
0

Job Details

Vacancies

1 position

Experience Required

No experience required

Job Description

Responsibilities

  • Oversee the end-to-end investment advisory process for Private Wealth clients to deepen engagement, broaden product usage, and grow recurring revenue.
  • Lead portfolio construction and asset allocation for clients, acting as the key advisor to stakeholders involved in managing the portfolios.
  • Work closely with relationship managers to evaluate client portfolios and demonstrate how adjustments can better align with recommended models.
  • Drive sales of priority investment products by collaborating with IPB teams and identifying opportunities within their client books.
  • Map out high-potential clients across Asia Pacific and develop targeted engagement strategies to build profitable, long-term relationships.

Requirements

  • Relevant education in Banking, Business and Finance related discipline.
  • Demonstrated experience in servicing HNW clients within thewealth management covering APAC, with strong proficiency in managing North Asian markets.
  • CACS Papers 1 & 2
  • Excellent communicator with good presentation skills.

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BEARING SEARCH PTE. LTD.

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