Our client is a boutique Private Bank with a strong Asia presence. As part of its strategic growth, the bank is seeking a Regional Head of Investments to lead its established team of Investment Counsellors and Product Specialists. This senior leadership role offers the opportunity to shape investment strategy, drive advisory excellence, and build a best-in-class platform for high-net-worth and ultra-high-net-worth clients across Asia.
Key Responsibilities
- Supervise a team of Investment Counsellors and specialists across Singapore and Hong Kong, including Funds solution and product specialists, ensuring alignment with strategic objectives.
- Lead the Investment Committee to define and drive the banks investment strategy across asset classes.
- Design and articulate the client investment proposition , including strategic and tactical asset allocation frameworks.
- Originate and oversee investment ideas, research, and advisory mandates , while spearheading new product initiatives to enhance the banks offering.
- Partner closely with Private Bankers to strengthen client relationships, provide market-leading advisory solutions, and deliver bespoke investment strategies.
- Uphold the highest standards of compliance, risk management, and governance across all advisory activities.
Qualifications
- Fluency in Mandarin is mandatory to engage effectively with key regional clients and stakeholders.
- At least 15 years of experience in private banking, with significant leadership in investment advisory or portfolio management.
- Strong track record in leading advisory teams, setting strategy, and delivering innovative investment solutions.
- Deep understanding of global markets and Asian investment trends across all major asset classes.
- Excellent interpersonal, communication, and leadership skills, with the ability to influence at the senior-management level.
If you are a motivated and experienced investment professional with a passion for providing exceptional client service, please submit your resume in word format to apply.
EA No 23S1936