Private bank investment adviser

Investment Advisor (Private Wealth | High-Net-Worth Clients) ...

Singapore | Permanent Role

A leading financial institution is seeking a dynamic and experienced Investment Advisor to join its high-performing wealth management team. This role is ideal for someone who thrives in a fast-paced, client-centric environment and is eager to proactively drive internal partnerships, not just wait for referrals to land on their desk.

What Makes This Opportunity Unique:

The hiring manager is not looking for someone who simply advises. They're looking for someone who energises the room, builds internal momentum, and actively collaborates with relationship managers and bankers to deliver top-tier investment strategies to HNW clients.

Key Responsibilities:

• Manage and grow a portfolio of high-net-worth clients by delivering personalised, strategic investment advice.
• Conduct deep financial analysis, including risk profiling, investment suitability, and market analysis to develop bespoke solutions.
• Recommend a broad suite of products — including equities, bonds, funds, and structured solutions — based on client objectives.
• Monitor and review portfolios proactively, ensuring they stay aligned with evolving client needs and market dynamics.
• Actively engage and build trust with internal stakeholders (e.g., bankers, relationship managers) to promote your advisory services.
• Stay updated on global economic trends and regulatory developments to provide clients with timely, compliant, and insightful advice.
• Work with internal product teams and wealth planners to deliver holistic wealth solutions.
• Participate in client acquisition and business development initiatives.

Who We're Looking For:

• Bachelor's degree in Finance, Economics, Business or related discipline. CFA or CFP preferred.
• At least 5 years of experience in investment advisory, wealth management, or a similar client-facing role within financial services.
• Strong product knowledge across asset classes and deep familiarity with the needs of high-net-worth individuals.
• High energy, self-driven personality with strong networking abilities — especially with internal teams.
• Excellent communication, presentation, and interpersonal skills — you know how to gain trust quickly.
• Strong proficiency in financial platforms (e.g., Bloomberg, Refinitiv Eikon, portfolio tools).
• Holds the relevant certifications and regulatory licenses to advise in Singapore.

To apply online please use the 'apply' function, alternatively you may contact at .

(EA: 94C3609/ R1104689)

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Bachelor Degree

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