A regional private bank is seeking a highly credible Investment Consultant to support its Private Wealth business through disciplined asset allocation, portfolio management, and investment advisory to clients and Relationship Managers.
Why This Role
- Lead the asset allocation and portfolio management process, ensuring portfolios align with clients risk profiles and perform against agreed benchmarks.
- Support both strategic and tactical asset allocation, providing high-quality advisory and order execution services.
- Educate RMs and clients through seminars, presentations, and monthly portfolio reviews with detailed attribution.
- Promote investment product understanding across the RM network.
- Work with RMs to analyse and manage client portfolios relative to model portfolios.
- Drive incremental product sales through close collaboration with IPB teams.
- Identify target internal APAC clients and build profitable relationships with a focused sales approach.
- Contribute to shaping consistent house views and investment messaging for the bank.
What We're Looking For
- Proven people manager and strong team player
- Highest ethical standards
- Relevant education, investment experience, and track record in a private client context
- Mature, credible, and strongly client-focused
- Experience working in Asia Pacific
- Excellent communication and presentation skills
- Can-do mindset: diplomatic, proactive, commercial
- CACS certified
Ready to Take the Next Step
If your background matches the above, please apply with your updated CV.
For a confidential discussion, contact Thomas Cheng (R25126988) at [Confidential Information]
