Investment Consultant - Private Bank

Ethos Beath Chapman Idibu ·www.ethosbc.com

Location Singapore, Singapore
Salary SGD 150,000 - 200,000 / year
Type Full time
Level Mid
Source Shazamme
Banking & Financial Services
Apply direct
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

Frequently asked questions

Who is hiring for the Investment Consultant - Private Bank role?
Ethos Beath Chapman Idibu is hiring for the Investment Consultant - Private Bank position, a Shazamme client. Apply directly on the employer's career site.
Where is the Investment Consultant - Private Bank job located?
The Investment Consultant - Private Bank role with Ethos Beath Chapman Idibu is based in Singapore, SG.
What does the Investment Consultant - Private Bank role pay?
Ethos Beath Chapman Idibu lists the Investment Consultant - Private Bank role at SGD 150,000–200,000 per year.
Is the Investment Consultant - Private Bank role full-time or contract?
This is a full time position at Ethos Beath Chapman Idibu.
What experience level is the Investment Consultant - Private Bank role?
The Investment Consultant - Private Bank position is aimed at mid-level candidates.
How do I apply for the Investment Consultant - Private Bank role at Ethos Beath Chapman Idibu?
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