Executive Director, Investment Counsellor (Private Banking)

We're partnering with an established international private bank to appoint an Executive Director, Investment Counsellor for its Singapore platform.

This is a senior front-office advisory role working closely with Private Bankers to provide multi-asset investment advice and portfolio solutions to High Net Worth and Ultra High Net Worth clients.

Key Responsibilities

• Advise clients on global investment opportunities across equities, fixed income, funds, FX, structured products and alternative investments.
• Develop tailored multi-asset portfolio strategies based on clients objectives, risk appetite and market outlook.
• Translate house views into practical investment recommendations and portfolio actions.
• Partner Relationship Managers in client meetings, investment reviews and business development initiatives.
• Generate investment ideas and provide timely market commentary to both clients and internal stakeholders.
• Ensure all advisory activities are conducted in line with regulatory and compliance requirements.

Requirements

• Extensive experience as an Investment Counsellor, Investment Advisor or Portfolio Advisory professional within private banking.
• Strong knowledge across global multi-asset solutions and portfolio construction.
• Demonstrated track record advising HNW/UHNW clients.
• Commercial mindset with the ability to build credibility alongside senior Relationship Managers.
• Excellent communication and presentation skills.
• CFA or equivalent professional qualification is advantageous.

Application Process

Qualified candidates are invited to submit their updated CV to Jun Leong at [Confidential Information], referencing the position title in the subject line to expedite the assessment process. Due to the anticipated volume of applications, only shortlisted candidates will be contacted.

License No: 24S2395

Registration No: R1874438