Investment Advisor/counsellor, Group Consumer Financial Services
2 weeks ago
**Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**2500004I**)**
**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**: 31-Jan-2025, 5:38:52 AM
-
Bancassurance Advisor/counsellor
2 weeks ago
Singapore OCBC Bank Full time**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**25000001**)** **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
6 days 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
6 days 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...
-
Financial Advisor
6 days ago
Singapore Income Advisory Financial Advisers Full time2 days ago Be among the first 25 applicants Direct message the job poster from Income Advisory Financial Advisers Coach, Mentor and Market Differentiator (#hiring)Company Description Income Advisory Financial Advisers, formerly known as Infinitum Financial Advisory, has rebranded to reflect our stronger collaboration with Income Insurance. This change...
-
AVP, Treasures Investment Counsellor
2 days ago
Singapore DBS Bank Full timeJob Description - AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group A) Job Description AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group - ( A ) Business Function As the leading
-
Singapore DBS Bank Full timeOverview SVP / VP, Investment Counsellor (Greater China Market), Private Banking, Consumer Banking Group Join DBS Bank as SVP / VP, Investment Counsellor (Greater China Market), Private Banking, Consumer Banking Group . DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of...
-
Singapore Look Capital Full timeVice President/Director, Investment Counsellor Vice President/Director, Investment Counsellor Get AI-powered advice on this job and more exclusive features. LOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM over 3 billion USD. Headquartered in Singapore, we have offices across Beijing, Hong...
-
Investment and Risk Specialist
7 days 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...
-
VP, Investment Counsellor
2 weeks ago
DBS Asia Central, Singapore at DBS Full time $90,000 - $120,000 per yearVP, Investment Counsellor (Japan market), Private Banking, Consumer Banking Group - (WD Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the...
-
Singapore Look Capital Full timeVice President/Director, Investment Counsellor Vice President/Director, Investment Counsellor Get AI-powered advice on this job and more exclusive features. LOOK CAPITAL is a registered and leading family office with a Capital Market Services license in Singapore, with AUM over 3 billion USD. Headquartered in Singapore, we have offices across Beijing, Hong...
