Investment Counselor

Roles & Responsibilities

Our client, a global Private Banking and Asset Management group is looking for experienced Investment Counselor (Advisory Solutions) to join their team.

Key Responsibilities: -

• Partners with Relationship Managers to service clients, who require frequent interaction with a seasoned bank's investment specialist.
• Provide timely and unbiased investment advice on single stocks, bonds, structured products, FX, derivatives, mutual funds and private market investments.
• Regularly monitor client portfolios for performance, risk and opportunities.
• Executing the Active Advisory team vision.
• Actively contribute investment ideas to the team as part of "ideas sharing".
• Proactive and self-starter in taking initiative to build and manage own portfolio of tagged accounts.
• Occasional travel to meet clients may be required.

The ideal candidate will possess the following:

• University degree, coupled with CFA charter designation
• Proficient in industry-standard tools, including Microsoft Office and Bloomberg
• 15+ years of experience in financial industry, primarily within international private banks.
• Proven track record in multi-asset investment counselling, leveraging robust analytical skills, deep security, derivative, and structured product, fund and private market product knowledge.
• Extensive experience in advising clients on navigating the complexities of global capital market securities.
• Mathematically trained with sound experience in applying quantitative skills to systematically evaluate portfolio risk and to identify optimal product solutions for client-centric recommendations.

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.

Tell employers what skills you have

Product Knowledge
Charter
Asset Management
Bloomberg
Microsoft Office
Derivatives
Analytical Skills
Investments
Quantitative Analysis
Quantitative Investing
Quantitative Analytics
Counseling
Private Banking
Securities
Advising Clients
Financial Modelling
Bonds
Capital
Mutual Funds

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