Investment Counsellor and PB Analyst

Website Franklin Medici Fund Management

Franklin Medici Fund Management provides fund management and investment advisory services to ultra-high net worth families.

About Us:

  • We are a leading multi-family office based in Singapore.
  • We are looking for an investment counselor/private bank analyst role for our Singapore team to work with the relationship managers to serve our family office clients.

Key Responsibilities:

  • Work with a Relationship Manager(RM) to provide comprehensive family office asset allocation and management advice to high-net-worth clients.
  • Work with partnering private banks to provide clients with customized investment products, including fixed-income, structured products, capital-protected products, equities, and other financial products
  • Ensure timely service to RM (e.g. seek quotation, prepare investment materials, liaise with a private bank, trade execution, etc) and respond to client investment services requests directly from time to time
  • Conduct in-depth market analysis and consolidate the investment materials from the banks to provide RM with daily investment insights and advice.
  • Apply your market knowledge in products and advisory to promote full product range to meet clients needs, attend to clients’ needs (e.g. facilitate bank account opening, product advice)
  • Ensure that investment related activities are compliant with regulatory standards and compliance policies.
  • Generate monthly/quarterly research articles to provide clients with investment insights and continued marketing for the company

Key Qualifications:

  • A Bachelor’s degree in Finance, Economics, Business Administration, or a related field;
  • A Master’s degree or MBA is preferred.
  • A minimum of 3-5 years of relevant experience as an Investment Counsellor or Analyst in private bank, with a focus on high-net-worth individuals or family offices.
  • Strong understanding of financial markets and investment products across asset classes, especially financial products on private bank platforms
  • Relevant professional certifications such as CFA or CACS are highly advantageous.
  • Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient
  • Strong communication skills and fluency in English and Mandarin (able to communicate fluently with Chinese clients)

Pay: $5,000 to $8,000 Monthly

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