Investment Counsellor, Private Bank (Greater China Market)

The Edge Partnership, EA Licence No: 16S8131
Singapore, Singapore
S$150k - S$240k
02 Feb 2023
10 Feb 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Some of the key responsibilities will include:
  • Well skilled in the implementation and oversight of investment portfolios, as well as in providing advice and guidance on markets and actionable investment ideas.
  • Team oriented and collaborative, able to leverage a wide array of internal partners to achieve positive client outcomes.
  • Senior incumbent is to contribute toward business development, pitching alongside with Relationship Managers for potential new-to-bank business.
  • Responsible to assess investment suitability, identify product opportunities, providing bespoke portfolio advice and after sales portfolio monitoring.
  • Portfolio covers across asset classes, markets, and jurisdictions; required to combine in depth knowledge of traditional and alternative investments.

To be eligible for this role you will require:
  • Strong track record in investment advisory and/or portfolio management.
  • Strong communication, and interpersonal skills.
  • Ability to adapt and thrive in a fast-paced environment.
  • Chartered Financial Analyst or Master degree will be an advantage.

Please contact Kelly Phun or email your cv directly in word format with job reference no. Jo0000007361 to

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.

EA License: 16S8131

Recruiter License: R1219710
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