Investment Counsellor
jupiter wealth advisors limited
Investment Counsellor
Jupiter Wealth Advisors Pte Ltd
Position based in Singapore
About Jupiter Wealth Advisors Group
Jupiter Wealth Advisors Ltd is an independent wealth management firm established in 2022 specializing in tailored investment management, family office solutions, and corporate finance advisory for high-net-worth and ultra-high-net-worth individuals, family offices and institutions. With a client-first approach and deep financial expertise, we deliver strategic wealth solutions designed to drive long-term success.
The Jupiter Group is one the fastest growing wealth managers in the UAE, having begun operations in Dubai in 2022. With a team of over 70 professionals, including 40 experienced advisors and relationship managers, Jupiter is now expanding into Singapore, with Switzerland soon to follow.
Job Description
As an Investment Counsellor in our Singapore office , you will play a central role in designing, implementing, and monitoring investment strategies for our clients while supporting the growth of Jupiter's global investment offering.
Your primary responsibilities will include:
- Constructing and managing multi-asset portfolios aligned with client objectives, risk profiles, and market conditions.
- Provide pro-active, high-touch investment advice & proposals to clients along with the RMs to translate client needs into actionable investment solutions
- Conduct periodic portfolio reviews monitoring risk, return and liquidity needs of clients in line with investment guidelines.
- Conducting macroeconomic, thematic, and market research with a focus on APAC and global opportunities
- Monitoring portfolio risk, performance, liquidity, and adherence to investment guidelines
- Participating in due diligence on asset managers, products, and private market opportunities
- Contributing to Jupiter's global investment house view and participating in the investment committee
- Supporting the build-out of the Singapore investment platform with processes, research frameworks, and product access
Profile & Requirements
- Minimum 10 years of experience as an Investment Counsellor, Investment Advisor, or in Portfolio Management within a financial institution, private bank, or EAM/MFO
- Strong analytical skills and solid understanding of global financial markets, asset allocation, and portfolio construction
- Proven experience managing or advising on discretionary or advisory portfolios
- Ability to communicate complex investment ideas clearly to Relationship Managers and clients
- Familiarity with compliance, suitability requirements, and investment governance in Singapore
- Multilingual professionals with the ability to engage a diverse, international client base
- Team-oriented mindset with the ability to collaborate across offices
- CFA, CAIA, CMT, or other investment-related certifications are a strong plus
Why Join Jupiter Wealth Advisors
At Jupiter Wealth Advisors, you will join a team of top-tier professionals in a firm that values independent thinking, client-centric service, and financial excellence. We provide the agility of a boutique firm with the expertise of a global institution, empowering you to deliver superior wealth solutions through an open architecture of several platforms.
Join us and help shape the future of Jupiter's investment platform in Singapore
Home - Jupiter Wealth Advisors
Vacancy posted 5 days ago
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