Discretionary Portfolio Counsellor

2 weeks ago

Singapore Huddleston Jones Full time

**Job details**:
**Key responsibilities**
- Engage in marketing activities to high net worth clients and relationship managers
- Support relationship managers to provide consultative multi asset class Managed Investment Solutions such as discretionary programs, both standard and bespoke mandates
- Provide individual trainings to relationship managers, as well as timely products and market updates
- Play a key role in tailor making investment proposals for high net worth clients
- Involve in projects related to new product development and maintenance. Act as a liaison between internal clients and product providers
- Carry out important risk management tasks to meet legal and regulatory requirements
- Follow performance of discretionary programs closely in order to articulate these properly to clients and relationship managers
**Key Requirements**
- Prior experience in private banking and wealth management industry with strong knowledge on managed products
- Relevant qualification in Finance or Economics or related disciplines. CFA charter holders well regarded.
- Strong understanding on individual securities or specific asset class would be an advantage
- Excellent communication and presentation skills are required

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