421 Investment Consultant jobs in Singapore

Responsibilities:

• To work closely with wealth advisers on the management of client portfolios
• To formulate investment recommendations which are aligned with client investment objectives as well as the research house-view
• To originate and communicate profitable investment ideas and market updates to various stakeholders
• To create tailored content and presentation material to support the overall wealth advisory business
• Additional/ ad-hoc duties may be assigned when required, including the undertaking of projects related to the overall business unit

Requirements:

• Bachelor's degree holder in a related discipline (accountancy, finance or business administration, or others)
• Strong analytical skills, with a good understanding of financial markets and investments
• Excellent command of both spoken and written English, with strong communication skills.
• Has a passion for investing, and helping others make profitable investments
• Able to multi-task and meet constant deadlines
• Candidates without working experience or have less than 2 years of working experience are welcome to apply

Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family.

Our Opportunity:

Phillip Investor Centre is the branch network of PhillipCapital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Phillip Investor Centre has the solution for everyone.

Building strong, personal relationships with our clients is a key component to our Partnership in Finance.

Our Investment Consultant/Relationship Manager will pursue this mission through:

• Connecting with clients and placing clients' interest first.
• Delivering unparalleled quality in service
• Presenting clients with our wide array of financial services and products.

What you'll do:

You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:

• Client Acquisition and Retention
• Asset Growth and Protection
• Provision of client focused solutions

Typical daily activities include:

• Proactively participate in business development/client acquisition activities.
• Reviewing prospect/client portfolios.
• Propose needs-based solutions to prospects/ clients.
• Attending and responding to customer queries professionally (in person and via phone)

Our Incentive program rewards both your effort in client acquisition and retention. Incentive begins with your first closure. We value integrity, open communication, and relentless focus on the client.

What you need to have:

• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
• Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
• Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
• An initiator and team player.
• Good communication skills.

If you are up for the challenge and are looking for an environment of growth and opportunities, please direct a full resume, including your cover letter, present and expected salaries to the HR department via the APPLY now button.

We regret that only shortlisted candidates will be notified.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)

Job Overview:

An Investment Consultantworks closely with high-net-worth clients to understand their financial goals, assess their risk appetite, and develop tailored investment strategies. They provide expert advice on a wide range of financial products such as equities, bonds, mutual funds, and structured products, and help clients build and manage diversified portfolios. The role also involves monitoring market trends, executing investment transactions, and regularly reviewing portfolio performance to ensure alignment with clients' objectives, while ensuring compliance with regulatory standards.

Core Responsibilities

Client Investment Advisory

• Assess clients' financial goals, risk appetite, and wealth situation through comprehensive financial analysis.
• Design and recommend customized investment portfolios aligned to the client's profile and market conditions.

Portfolio Management

• Execute trades, rebalance portfolios, and monitor investments on behalf of clients.
• Provide ongoing reviews, performance updates, and ensure portfolios stay aligned with clients' changing needs.

Market Intelligence

• Stay updated with macroeconomic trends, global markets, and financial products to identify timely opportunities and risks.

Client Relationship Management

• Build long-term relationships via regular communication, reviews, and advisory support.
• Serve as a trusted financial partner, maintaining high service standards.

Compliance & Internal Collaboration

• Ensure strict adherence to MAS regulations and internal compliance policies.
• Work with internal teams (likely product specialists, legal, compliance, and Taiwan HQ) to deliver a consistent client experience.
• Maintain proper documentation of client interactions and investment activities.

Team Participation

• Contribute to internal meetings, training, and the bank's strategic initiatives in Singapore.

Ideal Candidate Profile

• At least 10 years in wealth management, preferably with exposure to investment consulting or private banking.
• Solid understanding of investment products (equities, bonds, funds, structured products, etc.) and portfolio management techniques.
• Strong ability to communicate with senior stakeholders, including those at the Taiwan Head Office.
• Holds CACS Paper 1 & 2, which is mandatory for client-facing roles in capital markets under MAS regulations.

Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to or click apply now

**We regret to inform that only shortlisted candidates would be notified**

Talentvis Singapore Pte Ltd | EA License No: 04C3537

EA Personnel Name: Reggie Tiongson | EA Personnel No: R

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Investment Consultant
role at
UBS
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Investment Consultant
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UBS
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Job Reference #
BR
Job Type
Full Time
Your role
Do you have the ability to provide holistic investment advice in Capital Markets? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do you have proven track record advising clients in advisory portfolios across bespoke instruments?
We are looking for Investment Consultants to:
partner the Client Advisers to provide holistic and bespoke investment solutions on Capital Market products to priority clients
collaborate with our Chief Investment Office (CIO) and other investment advisory teams to pitch UBS' entire investment and trading capabilities
participate in client meetings in Singapore and on business trips regarding acquisition, review and retention of clients
Your team
You will be working as part of Wealth Management APAC in Advisory & Sales as an Investment Consultant based in Singapore. The Investment Consultant team is responsible to activate our larger clients by bringing them timely asset class targeted solutions. This equates to a co-coverage model between a Client Adviser and an Investment Consultant. The Investment Consultant will support the Client Adviser to ensure that UBS’ entire investment and trading capabilities are systematically provided to these priority clients. We are a dynamic, open minded and active team that enjoys working to provide best in class solutions for our clients.
Your expertise
At least 5 years of experience in sales, marketing or trading of Capital Markets services
Specialization in at least one asset class or product type, such as Equity, Fixed Income, Foreign Exchange, Structured Products, or Derivatives
Possess a strong drive, initiative, adaptable and be able to work independently in a stressful and demanding environment
Proven presentation skills in front of clients and Client Advisers, and strong understanding of the needs and sensitivities of clients (private individuals and families)
Sales and service oriented with excellent communication skills
An advanced degree in the area of finance. CFA certification is a plus
Fluent in English and business Mandarin, while other languages are a plus
About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Seniority level
Seniority level Not Applicable
Employment type
Employment type Full-time
Job function
Industries Banking, Financial Services, and Investment Banking
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• Deliver investment advice that meets client's financial objectives and needs profile.
• Preferable with at least 3-5 years' experience in wealth advisory field .

• 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.

• 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.
• 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.

Ideal Candidate -

Degree in Finance, Business, Economics, or Banking

3+ years in Investment Advisory within Wealth/Retail Banking

Strong passion for financial markets

Solid knowledge of Unit Trusts, Bonds, FX & Structured Products

Excellent communication and presentation skills

Proactive, detail-oriented, and a team player

Strong understanding of portfolio management and market trends

Are you…

• Looking to build a strong career progression in the Financial Services industry?
• Driven and self-motivated for success?
• A good team player and have a positive mindset?

WE ARE LOOKING FOR YOU

As an Associate Investment Consultant, you help clients accomplish financial objectives by assessing their financial situation; develop and present financial strategies and plans and provide advisory services in protection and risk management throughout their whole life cycle. You will also provide investment advisory services to clients with the aim to grow their money through various investment strategies.

Successful candidates will be placed on a 3 to 6 months holistic and comprehensive training programme to equip you with the knowledge and skills to succeed in your business with our Branch Managers at respective Phillip Investor Centres. With proven results, you will have the chance to be converted to a full time employee. Build your career with us now

You will be responsible and involved in:

• Client Acquisition through various prospecting strategies
• Participate in business development activities relating to Financial Planning
• Review prospective/existing client portfolios
• Propose solutions and planning for client investment needs
• Client Management and Retention
• Attend and respond to customer queries professionally

Requirements:

• 21 years old and above (based on MAS requirements)
• Singapore Citizens
• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Passion in Investment/Financial Planning

Who we are looking for:

• Entry level candidates
• Mid-Career Switch - Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.

Experienced candidates in the financial services sector may be considered for the role of Investment Consultant, Relationship Manager or Branch Manager.

We are seeking a highly skilled and motivated individual to fill the role of Investment Trainee.

The successful candidate will be responsible for:

• Pursuing new clients through extensive networking and cold calling.
• Maintaining and deepening relationships with existing clients by understanding changes in their financial and life situations.

The Investment Trainee will be expected to educate clients on applicable investment options, determine client risk tolerance, develop personalized investment solutions, follow through on approved investment actions, maintain proper documentation of investment actions, and stay up-to-date on investment products.

The ideal candidate will possess the following skills and qualifications:

• Autonomous work style.
• Wealth management expertise.
• Investment advisory skills.
• Treasury experience.
• Asset allocation knowledge.
• Tolerance for uncertainty.
• Structured product proficiency.
• Investment knowledge.
• Cold calling techniques.
• Private banking expertise.
• Financial markets acumen.
• Networking abilities.
• Bond market knowledge.
• Banking industry experience.
• Presentation skills.

Responsibilities
To work closely with wealth advisers on the management of client portfolios
To formulate investment recommendations which are aligned with client investment objectives as well as the research house‐view
To originate and communicate profitable investment ideas and market updates to various stakeholders
To create tailored content and presentation material to support the overall wealth advisory business
Additional/ ad‐hoc duties may be assigned when required, including the undertaking of projects related to the overall business unit
Requirements
Bachelor's degree holder in a related discipline (accountancy, finance or business administration, or others)
Strong analytical skills, with a good understanding of financial markets and investments
Excellent command of both spoken and written English, with strong communication skills.
Has a passion for investing, and helping others make profitable investments
Able to multi‐task and meet constant deadlines
Candidates without working experience or have less than 2 years of working experience are welcome to apply
Company Overview
iFAST Corporation is a global digital banking and wealth management platform headquartered in Singapore, providing a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, internet companies, multinational companies, as well as retail and high net worth investors in Asia. The Group offers access to over 17,000 investment products including funds, bonds and Singapore Government Securities (SGS), stocks, Exchange Traded Funds (ETFs), insurance products, and services including online discretionary portfolio management services (DPMS), research and investment seminars, financial technology (fintech) solutions, banking, pension administration, investment administration and transactions services. The company is also present in Hong Kong, Malaysia, China and UK.
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Job Purpose
Deliver investment advice that meets client's financial objectives and needs profile.
Preferable with at least
3-5 years’ 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.
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.
Ideal Candidate -
Degree in Finance, Business, Economics, or Banking
3+ years in Investment Advisory within Wealth/Retail Banking
Strong passion for financial markets
Solid knowledge of Unit Trusts, Bonds, FX & Structured Products
Excellent communication and presentation skills
Proactive, detail-oriented, and a team player
Strong understanding of portfolio management and market trends
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