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 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

Tags

investment

counsellor

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