Investment Counsellor, Private Bank
2 weeks ago
Some of the key responsibilities will include:
- Well skilled in the implementation and oversight of investment portfolios, as well as in providing advice and guidance on markets and actionable investment ideas
- Team oriented and collaborative, able to leverage a wide array of internal partners to achieve positive client outcomes
- Senior incumbent is to contribute toward business development, pitching alongside with Relationship Managers for potential new-to-bank business
- Responsible to assess investment suitability, identify product opportunities, providing bespoke portfolio advice and after sales portfolio monitoring
- Portfolio covers across asset classes, markets and jurisdictions; required to combine in depth knowledge of traditional and alternative investments
To be eligible for this role you will require:
- Strong track record in investment advisory and/or portfolio management
- Strong communication, and interpersonal skills
- Ability to adapt and thrive in a fast-paced environment
- Chartered Financial Analyst or Master degree will be an advantage
EA License Number: 16S8131
Recruiter License Number: R1219710
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