Investment Counsellor

1 week ago


Singapore HL BANK Full time

**If you are looking to excel, take a closer look at us.
**The incumbent is required to work closely with Private Wealth Management’s Relationship Managers by providing recommendations and ideas on investment solutions to Private Wealth Management’s clients.
**Responsibilities**:

- Required to be constantly in touch and updated on wealth and treasury products
- Keep abreast of products in the market and propose new product and promote ideas approved

and endorsed by the Product Council
- Responsible for accountability of products discussed and endorsed
- Formulate investment strategies and work with Relationship Managers in managing client portfolios
- Work with Relationship Managers on investment ideas, articulate investment concepts,

create investment proposals and conduct portfolio reviews
- Provide investment advisory to High Net Worth clients and formulate investment strategies that

aligns with clients’ target strategic assets allocation to meet investment objectives and risk profile
- Develop, monitor and follow up on new trading ideas related to cash equities, bonds, FX as well

as structured products under ELNs, KODAs / DEKODAs/ equity options, range accrual notes

**Requirements**:

- Bachelor’s Degree and above in Banking and Finance/Business/Economics
- Minimum 8 years in the financial industry in an investment advisory position
- Strong interpersonal and communication skills
- Strong analytical and strategic thinking skills
- Self-starter with the ability to work independently
- Able to multi-task and meet tight deadlines in a fast-paced work environment

**Certifications/Licensing Requirements**:

- CMFAS M1B, M5, M6, M6A, M8, M8A
- CACS I & II
- FMRP



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