Vice President – Investment Specialist (HNW)

REVUP CONSULTING PTE. LTD.

Singapore
8-12 years private banking experience
Multi-asset portfolio construction expertise
Hnw client engagement skills
The role involves partnering with Relationship Managers to deliver tailored investment solutions for High Net Worth clients

Job Summary

  • The role involves partnering with Relationship Managers to deliver tailored investment solutions for High Net Worth clients.
  • Candidates will lead client discussions on portfolio construction, risk management, and asset allocation strategies.
  • This position offers a highly visible platform to influence portfolio outcomes and drive revenue growth within a leading financial institution.

Matching Summary

Match Score: 75

The role involves partnering with Relationship Managers to deliver tailored investment solutions for High Net Worth clients.

Skills & Requirements

Must-have

  • 8-12 years private banking experience
  • Multi-asset portfolio construction expertise
  • HNW client engagement skills
  • Regulatory compliance adherence

Nice-to-have

  • CFA or equivalent certification
  • Experience with alternative investments
  • Structured solutions knowledge
  • Senior stakeholder relationship building

Key Requirements

  • 8-12 years in wealth management
  • Strong multi-asset portfolio background
  • Proven HNW client engagement ability
  • CFA or equivalent preferred

Work Rights

Not specified

Tailored Resume

Cover Letter