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Private Banking Investment Consultant SG

CIMB Singapore

SingaporeFull-timeHybrid

Posted 16 Jun 2026

About this role

Collaborate with private bankers and specialists to deliver suitable investment portfolio solutions based on client risk appetite. Provide financial market updates and generate investment ideas to help achieve business KPIs. Requires a Diploma or Degree with over 2 years of relevant experience and specific CMFAS and CACS certifications. CFA charter holders or candidates are preferred, along with strong knowledge of equities and treasury products.

What they're looking for

Investment Portfolio ConstructionAsset AllocationFinancial Market AnalysisEquitiesStructured ProductsTreasury ProductsClient Relationship ManagementRegulatory Compliance

Frequently asked questions

What does a Private Banking Investment Consultant SG at CIMB Singapore do?

Collaborate with private bankers and specialists to deliver suitable investment portfolio solutions based on client risk appetite. Provide financial market updates and generate investment ideas to help achieve business KPIs. Requires a Diploma or Degree with over 2 years of relevant experience and s…

What skills does this Private Banking Investment Consultant SG role need?

Key skills for this role include Investment Portfolio Construction, Asset Allocation, Financial Market Analysis, Equities, Structured Products, Treasury Products.

How much does a Private Banking Investment Consultant SG at CIMB Singapore pay?

The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.

Is this Private Banking Investment Consultant SG role remote, hybrid, or on-site?

This role is hybrid, based in Singapore.

How do I apply for this Private Banking Investment Consultant SG role?

You can apply directly on CIMB Singapore's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.