Investment Counsellor
- Employer
- HL Bank
- Location
- Singapore, Singapore
- Salary
- Competitive
- Closing date
- Nov 24, 2019
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- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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- Build strong rapport with our Relationship Managers and showcase our investment advisory services
- Provide premium investment/products advisory to High Network Clients (HNW) clients
- Understand our clients needs and propose portfolio solutions within bank policies & guidelines
- Active client engagement with timely portfolio review and rebalancing
- Provide updates on investment opportunities to clients and Relationship Managers
- Provide excellent services to our clients and enhance their investment experience
- Coordinate execution of trades
- Provide input and support for the development of new business initiatives and product enhancement
- Provide product education and guidance to our clients, prospects and Relationship Managers
- Identify and communicate issues or limitations related to product, platform, operations, systems or pricing
- Contribute to development of automation and analytics
What it takes to succeed
- Bachelor degree or above. CFA desired but not required
- At least 5 -10 years of proven track record in investment advisory with experience in portfolio management from Private Banking background
- Product knowledge across multi asset classes with key emphasis on equities / structured products
- Certification of CACS Paper 1 & 2
- Relevant CMFAS certification
- Knowledge in Bloomberg and good excel skills
- Fluent in written and spoken English. Ability to speak Mandarin is a plus.
- Strong analytical mind with excellent interpersonal and communication skills
- Pleasant with confidence in a client facing role
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