Job Description
Bank of Singapore is seeking an accomplished Investment Advisor (MGR/AVP) to join our Private Banking team in Singapore. You will deliver tailored wealth management solutions to high-net-worth clients, combining deep market knowledge with a client-centric approach to help them achieve their financial goals. This role offers a clear path to leadership within a respected global bank that values integrity, teamwork, and ongoing professional development.
As an Investment Advisor, you will work directly with clients to understand objectives, assess risk tolerance, and construct personalized portfolios. You will collaborate with product specialists, research teams, and compliance to ensure recommendations are suitable, compliant, and aligned with each client's long-term plan. You will monitor portfolios, respond to market developments, and provide timely, clear communication to clients. In addition, you will mentor junior colleagues and contribute to business development by expanding the client base and cross-selling wealth management solutions.
This is an excellent opportunity for a motivated banking professional to advance within a leading private banking franchise in Singapore. We offer a competitive compensation package, performance-based incentives, and a culture that prioritizes client service, innovation, and professional growth. As part of Bank of Singapore, you will have access to global resources, advanced wealth management platforms, and opportunities to deepen client relationships across geographies.
Responsibilities
- Develop and deepen relationships with high-net-worth clients, delivering personalized investment advice and wealth management strategies.
- Conduct comprehensive financial needs analyses, design tailored investment plans, and present compelling proposals.
- Collaborate with product specialists, research analysts, and compliance teams to structure suitable solutions aligned with risk tolerance and regulatory guidelines.
- Manage the end-to-end advisory process, including client onboarding, risk profiling, portfolio construction, and periodic reviews.
- Monitor market developments, re-balance portfolios, and implement timely adjustments to optimize risk-adjusted returns.
- Provide proactive client service, clear communications, and ongoing education to strengthen relationships and drive retention.
- Mentor and coach junior advisors, contribute to team targets, and support business development initiatives.
Qualifications
- Bachelor's degree in Finance, Economics, or a related field; CFA/CAIA or equivalent certification is a plus.
- 5+ years of investment advisory, private banking, or wealth management experience in Singapore.
- Strong knowledge of financial products, asset classes, risk management, and MAS regulatory requirements including KYC/AML.
- Excellent communication, presentation, and interpersonal skills with the ability to explain complex concepts clearly.
- Proven track record in portfolio management, client acquisition, and relationship management within a high-performance team.
- Professional certifications (e.g., CFA, CFP) and fluency in English; additional languages are a bonus.