Senior Investment Counsellor, SEA

About the Role

In this role, you will act as a trusted investment strategist to some of the most sophisticated Ultra High Net Worth (UHNW) individuals and Family Offices across South East Asia/North Asia.

Working in close partnership with the Relationship Managers, you will be the subject matter expert on multi-asset class portfolios, ensuring that our clients receive proactive, disciplined, and bespoke investment advice.

Key Responsibilities

• Strategic Advisory: Provide pro-active, high-touch investment advice on multi-asset-class portfolios directly to UHNW Private Clients, Family Offices, and RMs. You will be the critical link between market opportunities and client objectives.
• Portfolio Oversight: Conduct regular, disciplined portfolio reviews. You will monitor portfolios against changing macro conditions and client life events, ensuring alignment with the bank's recommendation frameworks and risk controls.
• Client Engagement: Pro-actively engage clients with meaningful market updates and actionable investment recommendations. You will be responsible for the timely execution, confirmation, and supervision of client orders.
• Business Growth: Partner with RMs to drive AUM and MIS product acquisition. This includes leading client meetings, crafting compelling investment proposals, and participating in marketing initiatives to deepen client relationships.
• Collaboration & Compliance: Work closely with internal Markets & Investment (MIS) teams to align on campaigns. Maintain strict adherence to all legal, regulatory, and internal compliance requirements, ensuring that all advice is rendered with a disciplined risk-controlled approach.

The Ideal Candidate

We are looking for a seasoned professional who is autonomous yet collaborative, with an open-minded and curious approach to markets. You should be comfortable operating in a fast-paced environment where your judgment and expertise directly impact client portfolios.

• Experience: Minimum 15 years of working experience in similar capacity
• Education: Relevant degree in Accounting, Banking, or Finance from a leading Business School or University.
• Certifications: CACS and/or CFA charterholder status is highly preferred.
• Technical Acumen: In-depth understanding of control functions, risk management, and banking regulations across all asset classes.