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

BMO Harris BankSingapore, Pedra Branca, Singapore

7 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

Vice President • Singapore, Pedra Branca, Singapore