Investment Counsellor (Director)

Global Private Bank, Singapore

Our client, a Global Private Bank, is seeking a high-caliber Investment Counsellor (Director) to join their front-office wealth management platform in Singapore.

Positioned as a key investment authority on the desk, this individual will co-pilot with Senior Relationship Managers to deliver sophisticated, multi-asset portfolio solutions and bespoke trade ideas for UHNW portfolios.

Key Highlights of the Role

1. Institutional Portfolio Advisory: Formulate and execute tailored investment strategies across individual and corporate structures, aligning closely with clients’ strategic asset allocation, risk parameters, and long-term wealth preservation goals.
2. Front-Office Client Co-Pilot: Partner directly with Senior Relationship Managers in pitch meetings to present CIO market perspectives, articulate high-conviction trade ideas, and lead comprehensive portfolio reviews.
3. Multi-Asset Solutioning: Drive revenue and portfolio optimization across Equities, Fixed Income, FX, Derivatives, Structured Products, Alternatives, and Discretionary Portfolio Management (DPM) mandates.
4. Advisory & Mandate Stewardship: Represent the Advisory Portfolio Management platform, taking on specialized portfolio management responsibilities for tailored mandate accounts.
5. Regulatory & Risk Governance: Maintain unwavering adherence to internal risk frameworks, suitability guidelines, and regulatory standards across all client interactions and trade executions.

What We Are Looking For

1. Proven Private Banking Track Record: Solid investment advisory experience within a top-tier Private Bank or Wealth Management institution, with the sophistication expected at the Director level.
2. Prior Experience covering the Intermediaries / External Asset Managers: Prior experience covering the markets will be highly advantageous
3. UHNW Product Mastery: Deep technical capability across global capital markets, derivative structures, alternative investments, and portfolio construction techniques.
4. Client Gravitas & Presentation: Exceptional communication skills with a demonstrated ability to command respect and build conviction with UHNW principals, family office executives, and key decision-makers.
5. Regulatory Accreditation: Possesses valid CACS Paper 1 and Paper 2 certifications (CFA / CAIA designations are highly advantageous).

For a confidential discussion, please submit your CV toinfo@revepartners.sg .

All applications will be treated with the strictest confidence. We regret that only shortlisted candidates will be notified.

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