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Vice President - Investment Advisory (Private Banking / Wealth Management)

Vice President - Investment Advisory (Private Banking / Wealth Management)

BMO Harris BankSingapore, Pedra Branca, Singapore
6 days ago
Job description

Key Responsibilities :

  • Conduct in-depth financial assessments to understand clients' investment goals, financial profile, and risk appetite
  • Design and implement customized investment strategies tailored to individual client needs
  • Monitor global markets and trends to provide proactive, data-driven recommendations
  • Manage and rebalance investment portfolios in alignment with client objectives and market conditions
  • Deliver regular portfolio reviews, performance updates, and maintain full transparency with clients
  • Build long-term, trust-based relationships with clients through excellent advisory service
  • Work closely with internal stakeholders, including Product, Compliance, and Operations, to ensure seamless execution
  • Maintain full compliance with MAS regulations and internal risk controls
  • Liaise with stakeholders from headquarters in Mandarin and support cross-border client initiatives

Requirements :

  • Bachelor's degree in Finance, Economics, or related field; professional certifications such as CFA or CFP are highly advantageous
  • Minimum 10 years of experience in wealth management, private banking, or investment advisory roles
  • Proven ability to build and manage HNW / UHNW client portfolios across asset classes
  • Strong analytical, interpersonal, and communication skills
  • Fluency in Mandarin is essential , due to frequent engagement with Mandarin-speaking clients and HQ stakeholders
  • Must have passed CACS Paper 1 & 2
  • Solid understanding of MAS regulatory framework and financial product suitability requirements

    • If you are ready to take on a pivotal advisory role within a reputable and growth-focused banking platform, we'd love to hear from you.

    Please send your updated CV to glennwong@talentvis.com for a confidential discussion.

    Glenn Wong

    Financial Services Business Lead, Talentvis

    R1106685 | glennwong@talentvis.com #J-18808-Ljbffr

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    Vice President • Singapore, Pedra Branca, Singapore