IPB - Portfolio Counselor

Singapore, Singapore
Aug 09, 2019
Sep 08, 2019
Industry Sector
Finance - General
Employment Type
Full Time
  • Primary Location: Singapore,Singapore,Singapore
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 25 % of the Time
  • Job ID: 19026597


As a Portfolio Counselor, you will be working with the Relationship Managers to provide financial solutions to our top offshore clients. You will keep clients updated on the financial markets and their portfolios. You will also assist clients to make objective decisions on portfolio investments and asset allocation. You should be familiar with the different financial instruments including but not limited to currency, commodities, equities, fixed income, interest rates, loans, margin, options, private equity funds and mutual funds. As an advisor of clients wealth, you will need to advise clients on wealth succession strategies using instruments such as trust, will, private investment companies and jumbo insurance. You will also be responsible for achieving a high level of client satisfaction. In addition, you may be required to provide investment/portfolio related coaching and presentations to relationship managers and clients


  • 5-10 years of banking experience
  • Preferably at least 2 years of frontline wealth and advisory experience in managing clients
  • A recognized university degree in any field
  • CFA and/or post graduate degree in Economics, Investments or Finance will be an added advantage
  • Business proficiency in another relevant market language besides English will be a strong advantage
  • Must understand asset allocation process and be familiar with banking products
  • Good working knowledge of economics and market news
  • Experience/knowledge of structured products and derivatives is preferred
  • Excellent interpersonal and communication skills
  • Must be a self-starter with drive and initiative and eagerness to learn
  • Excellent team skills and the ability to work effectively with all levels
  • Mature disposition with the ability to persist and convert an idea/opportunity into business

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