Investment Counselor

CITIC CLSA is a wholly owned subsidiary of CITIC Securities and serves as its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is a leading Asian capital markets and investment group with operations across 13 countries in Asia, Australia, Europe and the Americas.

The firm combines award-winning research, extensive Asian market expertise and strong connectivity to China, serving institutional investors, corporations, governments and high-net-worth individuals.

We are seeking an experienced Investment Counsellor to join our Singapore Wealth Management team and provide investment advisory support to Relationship Managers covering North Asia clients.

The role will focus on portfolio advisory, investment strategy, product selection and client engagement, leveraging CITIC CLSA's research and product capabilities to deliver tailored investment solutions.

• Partner with Relationship Managers to provide investment advice and portfolio solutions to HNW individuals, family offices and sophisticated clients.
• Assess client objectives, risk profiles, liquidity needs and investment horizons to develop suitable investment strategies.
• Provide recommendations across equities, fixed income, funds, structured products and other wealth solutions.
• Conduct portfolio reviews, asset allocation and risk analysis, identifying opportunities and portfolio gaps.
• Translate market and investment views into clear, actionable investment ideas and recommendations.
• Support Relationship Managers in client meetings, portfolio reviews, investment pitches and client engagement.
• Maintain strong knowledge of market developments, investment products, regulatory requirements and internal policies.
• Ensure all recommendations and client interactions meet applicable suitability, compliance and professional standards.

3

• + years of relevant experience in investmentadvisory, investment counselling, private banking, wealth management or asset management.
• Strong experience in portfolio construction, asset allocation, investment strategies and risk management.
• Proven track record advising HNW individuals, family offices or sophisticated private clients.
• Strong knowledge of global and Asian financial markets and investment products.
• Excellent analytical, communication and client relationship skills.
• Strong ability to translate investment research and market views into practical recommendations.
• Fluency in English and Mandarin is strongly preferred.
• Degree in Finance, Economics, Business or a related discipline. CFA/CAIA or relevant professional qualifications are advantageous.

A commercially minded investment professional who combines strong investment expertise, client advisory skills and sound judgement, and can act as a trusted investment partner to Relationship Managers and North Asia clients.

CITIC CLSA offers an opportunity to work within a leading Asian investment platform, leveraging its extensive research, product capabilities and regional network to deliver differentiated wealth management solutions.