Investment Counselor

3 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 Ambition is a leading global recruitment and executive search business operating across key international cities. We access hard-to-find, high-calibre...

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