Investment Counselor

2 weeks ago

Singapore BDO UNIBANK, INC. (SINGAPORE BRANCH) Full time
**Job Mandate
Regulated Activity Business

To work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.

Responsibilities:

Regulated Activity Business

  • Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients' objective and risk profile.
  • Partner Relationship Managers on client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews.
  • Familiar with end-to-end process of order taking and trade execution.
  • Always ensure adherence to internal/external regulations and policies.
  • Carry out any other duties as directed by Company Management.

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