Investment Advisor/counsellor, Group Consumer
7 days ago
**Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**240001BI**)**
**Roles & Responsibilities**:
- Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products
- Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products
- Portfolio counselling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals
- Monitor and execute trades for clients across a range of financial instruments
- Conduct continuing education for RMs on unit trusts, treasury products, investment basics, portfolio allocation strategies, etc
- Contributing towards regular investment publications (eg, newsletters, product summaries, trade recommendations) for distribution to clients
**Qualifications**
**Requirements**:
- Minimum 3-5 years relevant experience in investment advisory, research, sales or trading in currencies, equity or other Treasury related products
- A good university degree or the equivalent in professional qualification preferred
- Sound analytical mind and ability to interpret economic news and data
- Possess strong interest in and understanding of economics and financial markets, particularly in FX and/or equity markets
- Must have or willing to learn a broad based investment-related exposure and background in order to multi-task within a small team
- Able to communicate effectively with English and Mandarin/Bahasa Indonesia speaking customers
- Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization
**Primary Location**: Singapore
**Job**: Wealth Advisor
**Organization**: Personal & Premier Banking Onshore
**Schedule**: Permanent
**Job Posting**: 24-Sep-2024, 11:50:01 AM
-
Singapore OCBC Bank Full time**Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**25000089**)** Roles & Responsibilities: - Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products - Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and...
-
Singapore OCBC Bank Full time**Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**250000O0**)** **Roles & Responsibilities**: - Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products - Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and...
-
Bancassurance Advisor/counsellor
2 weeks ago
Singapore OCBC Bank Full time**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**240001TB**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...
-
Bancassurance Advisor/counsellor
2 weeks ago
Singapore OCBC Bank Full time**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**250000AZ**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...
-
Bancassurance Advisor/counsellor
1 week ago
Singapore OCBC Bank Full time**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**2500001Q**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...
-
Investment and Risk Specialist
2 weeks ago
Singapore Advisor Alliance Group Full timeCompany Advisor Alliance Group Designation Investment and Risk Specialist Date Listed 04 Mar 2025 Job Type Entry Level / Junior Executive - Full/PermPart/TempIntern/TS Job Period Immediate Start, Permanent Profession Banking / Finance Industry Finance Location Name Raffles Place, UOB Plaza 1, Singapore Address 80 Raffles Pl, Singapore...
-
Singapore DBS Bank Full timeBusiness FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...
-
Advisor, Investment Insights Group
1 week ago
Singapore GIC Investment Full time**Location**: Singapore, SG Job Function: Others **Job Type**: Contract Req ID: 12482 GIC is a custodian of Singapore’s Reserves and a Sovereign Wealth Fund to secure Singapore’s financial future. GIC is entrusted with a critical mission that impacts the lives of all Singaporeans. We are looking for the best talent to help us fulfil our commitment to...
-
Singapore GIC Investment Full timeLocation: Singapore, SG- Job Function: Private Equity- Job Type: Permanent- Req ID: 15396GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of...
-
Investment Counsellor
3 days ago
Central Singapore Emprego SG Full time**Location** Singapore, Central Singapore **Job Type** Permanent **Salary** $10,000 - $12,000 Per Month **Date Posted** 2 hours ago Additional Details **Job ID** 34132 **Job Views** 1 Roles & Responsibilities **If you are looking to excel, take a closer look at us.** **The incumbent is required to work closely with Private Wealth Management’s...
-
Senior Investment Advisor
2 weeks ago
Singapore Options Group Full timeC- Posted by - Charlie Thorp- Recruiter This is a client-facing role within Investments team - Active Advisor partners with Relationship Managers to service clients, who require frequent interaction with a seasoned investment specialist. Active Advisor is expected to provide timely and unbiased investment advice on single stocks, bonds, structured products,...
-
Vp, Private Equity, Direct Investments Group
5 days ago
Singapore GIC Investment Full timeLocation: Singapore, SG- Job Function: Private Equity- Job Type: Permanent- Req ID: 13004**GIC Private Equity (PE)** GIC is a global investment firm and has one of the largest and broadest private equity programmes amongst all institutions. GIC PE invests across the Americas, Europe and the Asia-Pacific in a range of sectors including healthcare, consumer,...
-
Wealth Management Client Advisor
1 week ago
Singapore HL BANK Full timeJob DescriptionThe Wealth Management Client Advisor will work closely with our investments counsellors to co-manage client portfolios and generate investment revenue. This role requires a solid understanding of local regulatory requirements and the ability to conduct business with professionalism and integrity.
-
Treasures Bancassurance Specialist
4 days ago
Singapore DBS Bank Full timeBusiness Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions,...
-
Avp, Treasures Investment Counsellor
2 weeks ago
Singapore DBS Bank Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...
-
Treasures Bancassurance Specialist
1 week ago
Singapore DBS Bank Full timeBusiness Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions,...
-
Jade Investment Counsellor
1 week ago
Singapore HSBC Full time**Some careers shine brighter than others** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Sales, Distribution and Business...
-
Singapore GIC Investment Full time**Location**:Singapore, SG **Job Function**:Private Equity **Job Type**:Permanent **Req ID**:16124 - GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an...
-
Fx Advisor/counsellor
2 weeks ago
Singapore OCBC Bank Full time**FX Advisor/Counsellor - Wealth Specialists** **-** **(**250000BD**)** **Primary Responsibilities**: - To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. - Monitor and ensure prompt execution of all FX products under the Premier FX product shelf. - Call on existing Premier client to determine FX needs...
-
Fx Advisor/counsellor
4 days ago
Singapore OCBC Bank Full time**FX Advisor/Counsellor - Wealth Specialists** **-** **(**2500008A**)** **Primary Responsibilities**: - To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. - Monitor and ensure prompt execution of all FX products under the Premier FX product shelf. - Call on existing Premier client to determine FX needs...