Private Banking Investment Consultant SG

Role overview

This position sits within Private Banking Singapore and focuses on supporting bankers with investment expertise, portfolio construction, and market-driven ideas for clients. The role also contributes to improving internal processes, handling investment-related enquiries, and ensuring that all work follows the relevant regulatory and compliance standards.

Key responsibilities

• Improve internal workflows to help create a stronger client experience.
• Partner with private bankers, product managers, and market specialists to recommend suitable investment portfolio solutions for clients.
• Design investment portfolios across multiple asset classes in line with each client’s risk appetite and suitability profile.
• Respond to investment-related questions from clients and internal stakeholders.
• Share market updates, investment themes, and solution ideas with clients and private bankers.
• Exchange investment insights and product concepts with product managers to help build appropriate product solutions.
• Work with market specialists to develop investment ideas that support private bankers in meeting their investment-related KPIs.
• Support senior team members in day-to-day work as needed.
• Carry out any additional duties assigned by management from time to time.
• Follow all applicable regulations, guidelines, and compliance requirements.

Requirements

• Diploma or degree qualification.
• CMFAS Module 1B and 5 are required, along with any other relevant CMFAS modules if needed.
• CACS Paper 1 and Paper 2 are required.
• CFA charterholder status is preferred, or the candidate should be pursuing the CFA program.
• More than 2 years of relevant experience is required.
• Strong knowledge of equities, structured products, and treasury products; a CFA or postgraduate finance background is preferred.
• Strong spoken and written communication skills.
• Ability to work effectively with people at all levels, both internally and externally.
• Capability to interpret different investment and market views and turn them into clear, consolidated recommendations for sales teams.
• Ability to structure and recommend investment portfolios for clients.
• Sound judgment and the ability to make independent business decisions based on financial and commercial principles.

Additional information

This role requires close collaboration across banking, product, and market-specialist teams. It is suited to a professional who can combine market knowledge, client-focused thinking, and regulatory discipline in a private banking environment.

Qualifications and licensing

Required regulatory and licensing credentials include CMFAS Module 1B and 5, plus any other relevant CMFAS modules where applicable, as well as CACS Paper 1 and Paper 2.

Experience and working style

The role calls for more than two years of relevant experience and the ability to communicate clearly, handle multiple stakeholders, and make well-reasoned investment recommendations independently.