Investment Counselor, Private Banking
10000 - 12000 SGDFull-time
TAISHIN INTERNATIONAL BANK CO., LTD. Singapore Branch
Job Description:
- Analyze economic trends/activities and advise the effects on the investors' portfolios
- To understand clients' risk profile, investment needs and construct and execute investment solutions
- Regularly review and recommend any necessary rebalancing of portfolios to Advisors and Clients
- Present all investment solutions in a high standard, professional manner
- Share knowledge and best practices with the Advisors
- Support Client Advisors in providing ongoing investment advice to clients
Requirements :
- Minimum bachelor’s degree in business administration/Banking and Finance or any relevant discipline
- 5 - 8 years’ experience in investment advisory, investment product sales, or a closely related role
- Strong ability to explain complex investment concepts clearly and credibly to clients
- Broad and solid understanding of financial markets, portfolio construction, and investment solutions across asset classes
- Hold CACS Paper 1 & 2
- As this role will cover clients from North Asia, knowledge of Mandarin
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Investment Counselor, Private Banking in Singapore vacancy
15000 - 20000 SGD
...Our client, a global private bank, is looking for an experienced private bank investment counsellor to join their team. Key Responsibilities: - Serve as a primary investment advisor to HNW and UHNW clients, building deep, long-term relationships and establishing strong...6000 - 9000 SGD
...This is a perm hire role for one of our private banking clients Job Scope The Investment Strategist will work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients. Job Description Provide...- ...where your contributions will always be valued. HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage,... ...to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth...
- ...Position Overview Details of the Division and Team: Deutsche Bank’s Private Bank business is one of the largest wealth managers worldwide.... ...our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of...
8000 - 12000 SGD
...Permanent headcount, based in Singapore Experienced Analyst 1-3 Candidates must already have relevant full-time M&A / Investment Banking experience Responsibilities would include: Conduct in-depth financial analysis, valuation, and modeling to...6000 - 15000 SGD
...research Support single family office work by looking into tech investments, deploying capital globally across venture and growth stage... ...in any discipline Proven 2-5 years experience in investment banking, venture capital, corporate finance related work Strong financial...5000 - 6000 SGD
...Key Responsibilities and Skills Portfolio Management: Constructing and optimizing investment portfolios, as well as conducting, performing, and reviewing investment strategies. Analytical Tasks: Conducting financial modeling, valuation, and research on investment performance...3000 - 8000 SGD
..., we offer a comprehensive suite of financial and investment solutions, backed by over 150 years of global banking excellence. Our strength lies in HSBC’s financial... ...training will be provided. Minimum: GCE “A” Levels / Polytechnic Diploma / Degree (local or private)....3800 - 11000 SGD
...REPORTS TO : Student Services Director JOB GOAL : The High School Counselor provides proactive, Christ-centered counseling and academic guidance for students in Grades 9-12. The counselor promotes emotional well-being, resilience, and academic success through direct counseling...5000 - 8000 SGD
...worth individuals. Be fully competent in investment products advisory and providing best in... ...a trusted advisor to clients, enhancing Bank’s brand equity. Any other tasks or duties... ...RM experience or minimum 2 years of Private banking RM experience. BSC Grade A or...9000 - 11000 SGD
...Credit Advisor – Private Banking Private Banking | Singapore Our client is an established Asian private bank with a growing wealth management franchise in Singapore. As part of its continued expansion and commitment to strengthening its lending capabilities, the bank...6500 - 8000 SGD
...Search is an Executive Search firm specializing in recruitment for Banking, Financial Institutions, and Commercial sectors across Asia. We... ...banking operations by managing client accounts, executing investment transactions, resolving administrative issues, and ensuring compliance...10000 - 18000 SGD
...(RM) is the primary point of contact between the client and the Bank. The RM is responsible for the professional management of clients... ...to the selected Risk Profile and in accordance with the Bank’s Investment Policy. The RM is responsible to retain and continuously...5000 - 10000 SGD
...client enquiries and requests in a timely manner. 3. Process client instructions and monitor client accounts in accordance with Private Banking policies, procedures, and regulatory requirements. 4. Conduct business analysis and feasibility assessments to identify product...5500 - 8000 SGD
...about the company Our Client is a renowned Private Bank with global presence. about the job Review and enhance existing KYC profiles to meet enhanced regulatory and internal policy requirements Corroborate Source of Wealth documentation and liaise/advise Front Office...18000 - 25000 SGD
...Director, Mergers & Acquisitions (Investment Banking) Job Responsibilities Originate and execute M&A transactions including mergers, acquisitions, divestitures, strategic investments, privatizations, and cross-border transactions. Develop and maintain relationships...9000 - 15000 SGD
...Oversee the total wealth of clients, matching financial and investment product solutions to their needs. Demonstrate a genuine interest... ...~6 years of experience in a client-facing environment within banking with strong relationship-building skills. ~ Proven sales ability...8000 - 11000 SGD
...We are partnering with a regional private banking platform to identify an experienced Credit Advisor to support its wealth financing business, with a primary focus on Lombard Lending for HNW and UHNW clients. Key Responsibilities Partner with Relationship Managers to...7000 - 10000 SGD
...My client, a leading Chinese bank, is looking to hire experienced Relationship Manager (Private Banking) to join their team. Key Responsibilities: - Initiate and... ...infrastructure / processes / systems for the investment products, and be responsible for all sales documentations...8000 - 13000 SGD
...Role Overview: The Private Wealth Management Relationship Manager (RM) is responsible... ...The role demands a strong understanding of investment products, regulatory requirements, and... ...and asset growth targets, in line with the bank’s private banking strategy....800 - 1000 SGD
Job Description 1. Assist the team (Front Office) with daily tasks, including document organization, and project coordination. 2. Participate in paperwork, providing admin support for various tasks. 3. Draft and generate reports, and other documents. 4. Coordinate and...9000 - 12000 SGD
...Multi Asset Product Manager (Private Banking) Our client, a well established bank is seeking... ..., and end-to-end implementation across investment products for their private banking arm.... ...as the key liaison between investment counselors, relationship managers, traders, operations...10000 - 19000 SGD
...execution of this strategy. You will act as a subject matter specialist in support of Account Managers by focusing on sales for the Investment Banking proposition in Singapore. You will also lead deals aligned to specific propositions and serve accounts within a defined...7000 - 10000 SGD
...We are supporting a regional bank in the hire of an experienced Private Banking Operations professional to support end-to-end operational activities across... ...Manage end-to-end operational processing of investment products, including trade booking, confirmation, settlement...6000 - 8000 SGD
...We are supporting a regional private bank in the hire of an Assistant Relationship Manager to provide dedicated support to Relationship... ...clients and ensuring the smooth execution of day-to-day banking and investment activities. Key Responsibilities Support Relationship...10800 - 15500 SGD
2027 Global Private Bank Investment Solutions Summer Analyst Program – Singapore For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make...7000 - 10000 SGD
...Kookmin Banks IB business playing a role of regional hub of Kookmin Bank’s investment banking activities in region of ASEAN, Australia, and India, focusing on Structured Financin g including Acquisition, Real Estate, Energy, and Infrastructure, as well as corporate financing...6000 - 7160 SGD
...What you'll do: As a Client Documentation Analyst – Private Banking, you will be immersed in a dynamic environment where your attention to detail and collaborative approach will be essential. Your day-to-day responsibilities will involve reviewing client documentation for...12500 - 20000 SGD
...Permanent headcount, based in Singapore International bank Candidates must have relevant 3-6 yrs of M&A Investment Banking experience Responsibilities would include: Perform financial and valuation analyses using various methodologies Build detailed financial...4500 - 5500 SGD
...Job Title: Private Banking Product Management Associate -Funds & Alternative Investments Role Summary Support the management and development of the private banking investment product platform, focusing on funds and discretionary mandates. Work closely with investment...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Counselor, Private Banking. Be the first to apply!
