Investment Counselor

4 days ago

Singapore Ambition Full time

Our client, a global Private Banking and Asset Management group is looking for experienced Investment Counselor (Advisory Solutions) to join their team.

**Key Responsibilities: -**
- Partners with Relationship Managers to service clients, who require frequent interaction with a seasoned bank's investment specialist.
- Provide timely and unbiased investment advice on single stocks, bonds, structured products, FX, derivatives, mutual funds and private market investments.
- Regularly monitor client portfolios for performance, risk and opportunities.
- Executing the Active Advisory team vision.
- Actively contribute investment ideas to the team as part of "ideas sharing".
- Proactive and self-starter in taking initiative to build and manage own portfolio of tagged accounts
- Occasional travel to meet clients may be required.
- University degree, coupled with CFA charter designation
- Proficient in industry-standard tools, including Microsoft Office and Bloomberg
- 15+ years of experience in financial industry, primarily within international private banks
- Proven track record in multi-asset investment counselling, leveraging robust analytical skills, deep security, derivative, and structured product, fund and private market product knowledge.
- Extensive experience in advising clients on navigating the complexities of global capital market securities

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.

LI-CP1

Job ID 280464
- ABOUT COMPANY
- Ambition Group Singapore Pte Ltd
- Singapore

HR & Recruitment

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