Private Banking Investment Advisor
Job description
We are proud to partner with a well-established financial institution to hire a Private Banking Investment Advisor. This is a key client-facing role, focused on delivering bespoke investment strategies and high-touch advisory services to a distinguished clientele.
If you’re passionate about wealth management and thrive in a relationship-driven environment, this is an excellent opportunity to elevate your career in private banking.
🔍 What You'll Do
Conduct comprehensive assessments to understand clients’ financial goals and risk appetite
Manage and optimise investment portfolios in line with market conditions
Design and implement tailored investment strategies that align with client objectives
Deliver regular, transparent portfolio performance updates through reviews and reporting
Build long-term relationships by understanding evolving client needs and preferences
Collaborate across teams to stay current on financial products, regulations, and best practices
Stay informed on market trends, economic developments, and investment opportunities
✅ What We're Looking For
Bachelor’s degree in Finance, Economics, or a related discipline
Minimum 7 years of experience in wealth management or investment advisory
Strong knowledge of financial markets, investment products, and portfolio construction
Excellent communication and interpersonal skills, with a client-centric mindset
CACS Paper 1 & 2 certification required; CFA or CFP designations are a strong plus
🌟 What’s on Offer
Salary: SGD 100,000 – 150,000 per annum
23 days of annual leave
Comprehensive health and wellness benefits
Supportive and collaborative work culture with career growth opportunities
📩 If you’re ready to bring bespoke investment solutions to life for high-net-worth clients, send your cv to functions@tenten-partners.com.
Equal Opportunity Statement
TENTEN Partners is an equal opportunity firm and is committed to providing equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected characteristic as outlined by applicable laws.