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Investment Consultant

Vanguard Recruitment®

Singapore · Full Time

Be the first to apply

Experience
Any
Salary
SGD 6,000 / month
Openings
1
Posted
1 week ago
Work mode
In office
Eligibility
Applicants must be Singapore citizens or permanent residents and hold or be eligible to obtain CFMA Singapore certification. Candidates with private banking, wealth management, financial advisory, or relationship management backgrounds are invited to apply, including entry-level professionals.
Resume
Required to apply

Where you'll work

Job description

About the Role

Join a rapidly growing investment firm in Singapore's exclusive private client sector, collaborating with renowned global asset managers such as BlackRock, Fidelity, and Schroders. The firm leverages its strong private equity background to offer institutional-level investment strategies tailored for retail and high-net-worth clientele, granting access to opportunities typically available only to major institutions. This role allows you to design advanced investment solutions, nurture lasting client connections, and play a pivotal part in transforming wealth management across Asia.

Ideal Candidate Profile

  • Prior experience in private banking or wealth management with a proven history of managing and expanding portfolios of retail and high-net-worth investors.
  • Ability to analyze and apply investment research from leading global asset managers to develop informed investment strategies.
  • Outstanding interpersonal capabilities and professional presence necessary to engage effectively with investors, C-level executives, and family offices spanning multiple generations.
  • Open to entry-level applicants, Financial Advisors, Relationship Managers, or Private Bankers.

Mandatory Qualifications

  • Ownership or attainment of CFMA Singapore certification.
  • Applicants must be Singaporean Citizens or Permanent Residents.

Compensation and Perks

  • Monthly allowance of SGD 6,000 plus commissions.
  • Competitive buyout packages ranging from SGD 60,000 to SGD 500,000 for top-performing candidates.
  • Opportunity for immediate commencement.

Additional Information

The company strictly adheres to the Tripartite Guidelines on Fair Employment Practices (TGFEP), ensuring unbiased consideration of applicants regardless of age, race, religion, nationality, marital status, or family circumstances.
Job Reference: INVESTMENT CONSULTANTEA Lic. 24C2634, Reg. No. R23115462

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