476 Investment Advisor jobs in Singapore

Are you eager to expand your career horizons in the dynamic field of investment?

• We are seeking motivated and ambitious individuals who aspire to learn and grow with our organization.

To be successful in this role, you will need to meet the following requirements:

• You must be at least 21 years old (regulatory requirement)
• You must hold a full certificate in GCE 'A-Level, International Baccalaureate Diploma qualification, or diploma awarded by a polytechnic in Singapore or equivalent
• Mid-Career Switchers with 2-3 years working experience in any field welcome
• No experience necessary for driven and motivated individuals with interest in investment and financial markets

time left to apply End Date: August 24, 2025 (6 days left to apply)
job requisition id r-15415
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
YOUR CHALLENGE
GENERAL DESCRIPTION
The Investment Advisor is member of the Investment Advisory (SG) - ISC/NRI & PBI and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Head Investment Advisory Singapore. He/she shall ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.
The role requires close working collaboration with Relationship Managers to actively provide clients with top-notch investment advice and asset allocation focused on investment performance. He/she shall generate positive client performance according to the clients’ respective risk profile, considering clients’ explicit requirements and adding perceived value by proactively managing risks and opportunities. Further, he/she shall contribute towards the assets under management growth ambitions for the team. The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients.
KEY FEATURES OF THE POSITION
People
Management
Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment
Motivate and provide guidance/feedback to other team members to improve overall performance
Client Management (internal & external)
Actively provide clients with top notch investment and asset allocation optimisation advice, generating positive investment performance according to the clients’ needs and risk profile jointly with Relationship Managers
Conduct regular portfolio reviews with clients and addressing deficiencies promptly and effectively
Positively represent and market the team to help attract growth in assets under management
Regular consultation with Front representatives to be kept updated of clients’ needs/demands and take appropriate measures to fulfil them, where relevant
Business Management
Work to fulfil the ambitions of the team defined by Head Investment Advisory Singapore
Regular review of the function’s practices to ensure efficiency and productivity are kept at optimal levels
Compliance & Risk Management
Regular monitoring of clients’ portfolio to ensure asset allocation and concentration/diversification are in line with the respective client’s risk profile and investment goals
Meet all legal, regulatory and compliance standards/requirements
Adhere to all relevant Local User Manuals
Regular assessment of the function’s practices to mitigate associated risks arising out of and relating to the said function
Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
YOUR PROFILE
SKILLS REQUIREMENTS OF THE POSITION
Personal and Social
Able to work independently and in a global team setup to take on initiatives with a positive attitude
Client-centric approach for all deliverables
Able to quickly troubleshoot problems and provide effective solutions
Fast learner and able to work under pressure to meet tight deadlines
Strong communication/coordination skills to deal with different levels of stakeholders
Highly motivated with integrative personality
Sound affinity with the geographic market(s) to be covered – mainly Europe
Linguistic proficiency in other European languages (Italian / German / French) & cultural awareness would be an advantage as the role is required to work with and support European clients where the main languages used in written and verbal communication are expected to be in Italian, German or French European languages
Professional and Technical
Strong academic education in economics, business, finance, or financial engineering
Further education in financial markets (CFA, ESG etc.) is a plus
Professional with minimum 10 years’ relevant experience in the financial industry, with background as an experienced Investment Advisor managing clients in ISC / NRI & PBI market
Possesses in-depth knowledge on the ISC / NRI & PBI market, as well as knowledge and experience covering equities, fixed income, funds, SP and FX from perspective of the assigned client base groups
Strong fundamentals across all asset classes and investment products and experience in applying a global portfolio approach across all asset classes
Strong commercial judgement, business acumen and broad understanding of the financial market and products
Represent the Bank’s and shareholders’ interests at all times
Regulatory
MAS licensed representative
CACS Papers 1 and 2 and RES 1B, 2B and CM-SIP
Familiar with regulatory expectations and requirements
Cross border rules and regulations
We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .
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JOB SUMMARY

Job Purpose

• Deliver investment advice that meets client’s financial objectives and needs profile. Preferable with at least 3-5 year experience in wealth advisory field.

Key Responsibilities

• Partner with the Priority Banking Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client’s financial objectives and needs profile
• Utilise in-house advisory platforms to deliver holistic investment advisory to clients
• Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events
• Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration
• Provide training to RMs on portfolio construction and proposals, product and system knowledge

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Our Ideal Candidate

• Degree Holder in the fields of either Finance, Business, Economics or Banking
• Demonstrate passion & affinity for the financial markets
• Good understanding of key products: Unit Trusts, Bonds, FX and Structured Products
• Ability to articulate information, ideas and solutions to client succinctly
• Self-driven team player who takes initiative and detail oriented
• 3 years of experience in Investment Advisory in Wealth and Retail Banking

Role Specific Technical Competencies
• Understanding of Financial Markets & Concepts
• Interpersonal and written communication skills, able to present information convincingly and concisely
• Knowledge across investment product classes
• Portfolio Management & Penetration
• Positive & Proactive mindset, keeping abreast of market developments and trends

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website

The Investment Manager role is a critical position within our financial institution, where you will provide bespoke investment advice and drive impactful client-focused investment strategies.

• Conduct comprehensive financial assessments to understand clients' unique investment goals, risk appetite, and financial circumstances.
• Design and implement customized investment strategies aligned with client objectives and evolving market conditions.
• Execute portfolio trades and manage asset allocations proactively to optimize performance and risk management.
• Build and nurture strong client relationships via regular engagement, ensuring their financial needs are consistently met.
• Collaborate closely with internal teams to remain current on product offerings, regulatory developments, and industry best practices.

Requirements:

• A finance professional with at least 8 years' experience in wealth management or investment consulting.
• Holder of a bachelor's degree in Finance, Economics, or a related discipline; advanced qualifications and certifications such as CFA, CFP, or CACS are highly valued.
• Deep understanding of financial markets, investment products, and portfolio management techniques.
• Excellent communicator with proven ability to build rapport and engage senior stakeholders.

Benefits:

• Opportunity to work with high net worth individuals and families.
• Chance to develop and implement innovative investment strategies.
• Collaborative team environment with experienced professionals.

What We Offer:

Our organization provides a supportive and dynamic work environment that fosters growth and development. We offer competitive remuneration packages and opportunities for career advancement.

• Wealth Management
• Investment Advisory
• Treasury
• Investment Strategies
• Asset Allocation
• Structured Products
• Interpersonal Skills
• Investments
• Private Banking
• Risk Management
• Economics
• Financial Markets
• Portfolio Management
• Bonds
• Fixed Income

Taurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment professionals, the Firm has grown rapidly based on a strong foundation of integrity, independence and objectivity. The Firm has offices in Singapore and Dubai from which it advises on / manages assets of around USD 3 billion for Clients across 25 countries presently.

We are now seeking a highly driven and dynamic individual to join us, reporting directly to the designated Financial Advisor. The role offers immense opportunity for growth and self-development within a rapidly growing business environment for candidates looking to establish a career within the wealth management industry.

The role necessitates close alignment with the core advisory and wealth management activities of the Firm and thus offers significant scope for learning and aspiring to front office career opportunities over time.

Responsibilities:

Revenue

· Achieve agreed revenue targets with respect to assets under management, retainer conversions and referrals

· Contribute to the corporate revenue targets on a quarterly basis

Work plan

· Review your monthly work plan with the CEO on a regular basis

· Review your forward monthly revenue work plan to ensure achievement of your objectives

Lead Generation

· Generate new business from agreed referral sources through various networking activities including managing relationships between the Company and your referral sources

· Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity

Client Relationships

· Effectively manage the relationship between the Client and the Company as well as the various banking relationships the Clients may have.

· Provide ongoing advice on Client portfolios and providing fee-for-service basis advice as required to Clients

· Maintain a high standard of ethics and conduct and ensure confidentiality of clients’ assets & information

· Ensure strict adherence to the Company’s processes, policies, rules & regulations inter alia while reviewing Clients’ portfolios and advising / executing investments

Market Research Knowledge

Keep abreast of technical market knowledge and macro research as part of ongoing requirement on technical competency. Adhere to the Investment Committee framework of the Company and be competent with regard to strategic and tactical recommendations generated by the Company. Provide competent inputs to the Investment Committee and Investment Counsellors including reverse enquiries received from Clients and prospects

Challenges / problem solving

To creatively identify and generate leads with a view to developing new business opportunities.
To transform potential clients into retainer fee paying clients of Taurus

Essential Competencies

• Travelling will be required.

• A recognized degree with more than 5 years of experience in the banking and financial services with an outstanding sales track record of financial and investment products

• Relevant accreditation (Modules 5, 6, 8, 9 & HI)

• Clear understanding of bank regulations and compliance requirements as under FAA and SFA

• At least 5 years of financial advisory/portfolio management experience, consistent marketing & sales performance, preferably in banking/ financial advisory.

• Good understanding of equities, fixed income, hedge funds, FX and other investment products & services

• Strong interactive and interpersonal skills with proven ability to influence clients

• Present all investment solutions with a high standard, professional manner

The above position is available for immediate fulfilment. We regret that only shortlisted candidates will be notified.

If you aspire to grow and excel with a high growth Firm, please forward us your CV to .

Select how often (in days) to receive an alert:
Job Title: Vice President, Investment Advisor
Job Code: 9204
Country: SG
Skill Category: International Wealth Management
Description:
Job Description
Job Title:
Vice President
,
Investment Advisor
Corporate Title:
Vice President
Division:
International Wealth Management Division (IWM)
Location:
Singapore
Nomura Overview
Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Asset Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm practices disciplined entrepreneurship while building on a long tradition of serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit .
Responsibilities:
Work with RMs to provide advisory service with multi-asset class investment solutions
Advise on portfolio construction including overall asset allocation, tactical shifts and security selections
Market and implement investment solutions in accordance with clients’ asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc.
Drive the implementation of new cross asset products from conception to launch by collaborating with key stakeholders
Collaborate with regional coverage and product heads to enhance the overall product and platform capabilities for coverage team and clients
Deliver performance reviews to clients across traditional and non-traditional assets
Identify opportunities to streamline processes and increase operational efficiency
Requirements:
Minimum 9years' relevant experience in related roles
Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus
Ability to thrive in an internal culture that points to innovation, customer service, internal partnership and entrepreneurship
Team player capable of working effectively with various business partners
Appropriate local regulatory qualifications and licenses
Strong knowledge of local regulatory policies and guidelines
Good interpersonal, communication and client interfacing skills. Ability to work in a multi-cultural environment with a diversified client base.
Fluency in English, as well as Mandarin.
Diversity Statement
Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.
DISCLAIMER :
This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.
Nomura is an Equal Opportunity Employer
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About Barclays Private Bank
The Private Bank supports HNW, UHNW and Family Office banking, investment and credit needs through a dedicated Private Banker and team of investment and wealth specialists. With offices in London, Monaco, Switzerland, India, Dubai and Singapore, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client solutions with access to the Corporate and Investment Bank. More complex products are available through the Private Bank, including structured credit, derivative margin trading and access to trading desks for equity, fixed income and FX products.
This is an exciting opportunity to join Barclays as an AVP Investment Advisor, Private Bank.
You will be the conduit into investments for Private Bankers and clients. While partnering Private Bankers in supporting client investment needs, you will provide the technical strength assessing the needs and risk appetite for clients and translate this into proposals for overall asset allocation, specific products, and investment services. You will also follow up on the investments made in order to give the client, together with the Private Banker an ongoing level of investment advice which stands out in the competitive wealth management environment. With active goals and objectives, you will proactively and substantially acquire profitable new investment business and increase existing client wallet share. Your interaction with clients will serve as an additional channel to provide feedback to product specialist teams in order to further customise our product proposition to client needs, with opportunities to collaborate closely across all infrastructure areas and internal stakeholders.
You may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, as well as job-specific technical skills.
To be successful for the role, candidates should possess the following skills or experience:
In-depth and broad investment product knowledge as well as a strong understanding of broad asset allocation issues and can assimilate complex investment information.
Technical skills and experience with respect to formulating investment strategies and solutions across asset classes including Equities, Fixed Income, FX and Alternatives as well as via Mandates, Funds and Structured products & Derivatives.
Good Basic understanding of wealth and estate planning issues.
Extensive experience working in investment advisory, portfolio management or sell-side global markets. Additional finance qualification (CFA, MBA, CAIA) highly desirable.
Superior communication skills and a proven record for closing, with the ability to match clients’ investment needs to appropriate proposition and product set.
An entrepreneurial mindset, with a pragmatic ‘can-do’ attitude and be proactive and flexible in accordance with the changing environment.
Excellent verbal, written communication, and presentation skills. Additional languages skills are viewed favorably.
This role is regulated by MAS (Monetary Authority of Singapore).
Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.
Purpose of the role
To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.
Accountabilities
Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage. .
Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.
Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.
Assistant Vice President Expectations
To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
Take ownership for managing risk and strengthening controls in relation to the work done.
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
Influence or convince stakeholders to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
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