Senior Investment Counselor

Senior Investment Counselor – RBC (Singapore)
What is the opportunity?
As a Senior Investment Counselor, you will be responsible for preparing and implementing investment strategies for clients, based on thorough analysis of their existing wealth, portfolios and their risk appetite, in accordance with relevant regulatory and compliance requirements.
What will you do?
Work alongside Relationship Managers to attend client meetings to support acquisition of new prospects, and increase AUM of existing clients
Work with Relationship Managers on tagging or assigned accounts, and responsible for developing bespoke investment solutions by translating high level house views into individual class investment ideas in Equity, Fixed Income, FX, Structured products and Alternative Investments
Doing so with a special focus on Structured products as Singapore location champion for this category of investments
Cross sell and support promotion of full range of RBC products and solutions especially discretionary portfolio mandates
Conduct portfolio reviews and suggest any trade or rebalancing activities that could help our client to achieve performances objectives or manage their risks better
Support sales efforts from our sales and product specialist team during RFP, sales meetings or sessions with existing clients or partners
Working with ISP team and within RBC internal policies to generate ideas consistent with RBC research or approved research providers
Contribute to a sharing culture of investment knowledge and expertise in with internal sales force
Maintain a high level of risk and compliance checks on the different stages of the suitability process and the behavior of the portfolios
What do you need to succeed?
Must-have
The role would typically require more than 5-10 years of experience as an Investment Advisor or Investment Counsellor within private banks, wealth management or investment product industry
Strong knowledge and experience in advising and promoting traditional and alternative investments to HNWIs and UHNWIs
Well versed with multi-asset classes of investment products and familiar with the global markets, especially in structured products
Significant expertise in investment, markets, strategy and key products (fixed income, equities, structures, ETF, funds, and private equity)
Solid investment advisory, portfolio and risk management knowledge
Sound knowledge of applicable regulatory and compliance requirements on investment advisory products
Excellent communication, interpersonal and presentation skills
This role requires speaking to North Asia-based clients, proficiency in Mandarin is essential
Strong team player and strategic problem-solver with excellent customer servicing skills
Nice-to-have
Being degree educated in Finance, Economics or other relevant professional qualifications, preferably with CFA and CPWP designation is a good-to-have
Good understanding and prior experience wealth management business is highly desirable
Additional language abilities will be advantageous
What's in it for you?
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services.
Agency Notice
RBC Group does not accept agency résumés. Please do not forward résumés to our employees, nor any other company location. RBC Group only pays fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited résumés. Please contact the Recruitment function for additional details.
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Job Details
Address: 8 MARINA VIEW, #26-01 ASIA SQUARE TOWER 1:SINGAPORE
City: Singapore
Country: Singapore
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Commission
Posted Date:
Application Deadline:
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking and Financial Services
#J-18808-Ljbffr