Job description

Regional Private Bank
Great Working Culture
Great Stability

company overview.
This well‑reputed regional private bank is seeking a seasoned Investment Advisor at Director level to support continued growth in its private wealth franchise across Asia from its Singapore booking centre. You will join a high‑calibre advisory team, partnering closely with senior Relationship Managers to deliver sophisticated multi‑asset investment advice – with a particular emphasis on FX and FX‑linked solutions – and seamless trade execution for high and ultra high net worth clients.

job scope.
As the Director, Investment Advisor in a well‑reputed regional private bank, your key responsibility will be:

Offer holistic investment guidance and precise execution support to discerning private clients, working in close partnership with dedicated Relationship Managers to drive elevated transaction volumes, deepen client engagement and contribute meaningfully to divisional earnings.
Advise on and execute transactions across equities, fixed income, funds, FX, precious metals, structured products and alternative investments, ensuring high standards of best execution, operational control and timely post‑trade follow‑up. Particular focus will be placed on delivering differentiated FX and FX‑derivative ideas tailored to clients’ hedging and yield‑enhancement needs.
Apply a disciplined portfolio advisory framework when counselling clients on asset allocation, risk management and liquidity planning, incorporating active FX views and currency overlays into overall portfolio construction where appropriate.
Proactively monitor client portfolios, currency exposures, market developments and product performance, initiating regular reviews and rebalancing proposals aligned with clients’ objectives and risk profiles.
Engage actively with FX, fixed income and equity product specialists, trading desks and external providers in Singapore and the wider region to source, structure and implement investment ideas that elevate the overall client experience.
Deliver regular, high‑calibre market intelligence and portfolio insights to Relationship Managers and clients, including macro and FX views, trade rationales and performance commentary.
Carry out licensed activities in accordance with regulatory obligations in Singapore and relevant cross‑border requirements.
Maintain strict adherence to the firm’s authorised scope of business, MAS guidelines and the prevailing conduct standards for representatives of capital markets intermediaries.

requirement.

Minimum 10 years of proven client‑facing experience in investment advisory, portfolio management or investment counselling within a leading private bank or wealth management institution, with demonstrable strength in FX and FX‑linked solutions.
University degree holder in Finance, Economics, Business or related discipline, preferably supported by relevant professional credentials (e.g. CFA or equivalent).
Currently licensed (or immediately eligible for licensing) as a Representative under the Singapore Securities and Futures Act for relevant capital markets services, in line with the bank’s regulatory permissions.
Deep, practical knowledge of multi‑asset investments and global capital markets, with particularly strong expertise in spot FX, forwards, options and structured FX products for both hedging and investment purposes.
Outstanding verbal and written communication abilities in English, with a poised and persuasive interpersonal style; fluency in Mandarin and/or other Asian languages is a distinct advantage given the regional client base.
Genuine team player with a collaborative approach, strong sense of shared purpose and ability to work seamlessly with Relationship Managers and product partners across multiple locations.
Comfortable assessing portfolio‑level implications, risk profiles and capital market assumptions in complex multi‑asset and multi‑currency contexts.
Skilled in appraising and recommending investment strategies and instruments tailored to individual client circumstances, with a strong control and suitability mindset.
Highly proficient with premier market data and trading platforms (Bloomberg, Reuters and equivalents) as well as standard business applications.

If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cchen@captarpartners.com. We apologies that only shortlisted candidates will be contacted.

Still considering? Contact Cathleen Chen on +852 3901 8731 for confidential discussion about it, we are always happy to help.