Investment Counselor | Singapore, SG | In-Office
6 days ago
Investment Counselor
Ambition Singapore
Posted:
1 day ago |
In-Office Job
|
Permanent
|
Negotiable
Our client, a global Private Banking and Asset Management group, is looking for experienced Investment Counselors (Advisory Solutions) to join their team.
Key Responsibilities:
Partner 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.
Execute 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 the financial industry, primarily within international private banks.
Proven track record in multi-asset investment counselling, leveraging robust analytical skills, deep security, derivative, 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 Only shortlisted candidates will be notified.
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