Investment Counsellor - Private Wealth

Reference: BH-23774

Take on a high-impact commercial role within a regional financial institution - providing bespoke investment advice and driving client-focused strategies for ultra/high-net-worth individuals.

What You’ll Do

Conduct comprehensive financial assessments to understand each client’s investment goals, risk appetite, and overall financial circumstances.
Design and implement tailored investment strategies aligned with client objectives and shifting market conditions.
Execute trades and manage portfolio allocations proactively to optimize performance and mitigate risk.
Build and maintain trusted client relationships through regular engagement and long-term portfolio oversight.
Partner with internal teams to stay abreast of product developments, market trends, and regulatory changes.

Who You Are

A finance professional with a minimum of 8 years' experience in wealth management, investment counselling, or advisory roles.
Degree-qualified in Finance, Economics, or a related discipline; advanced certifications (e.g. CFA, CFP, CACS) are highly regarded.
Strong knowledge of financial markets, investment products, and portfolio construction methodologies.
Excellent communicator with a proven ability to engage and influence senior stakeholders and sophisticated clients.
If you’re looking to take the next step in your private wealth career with a forward-looking platform, we’d love to hear from you.

Reg No. R22104718
BeathChapman Pte Ltd
Licence no. 16S8112

Ethos BeathChapman is a global group of executive recruitment experts in Asia, Australia and EMEA, with a network beyond. We connect the world's exceptional companies to exceptional people.

Connect with us at www.ethosbc.com

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