Investment Counsellors (Private Banking)
- Employer
- RGF Executive, EA Licence No: 10C2978
- Location
- Singapore, Singapore
- Salary
- Negotiable
- Closing date
- Jan 7, 2021
View more
- Job Function
- Marketing and Public Relations
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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About Our Client And The Role :
A Private Bank looking for an Investment Counsellors (IC) to be the investment specialists within the front office team. The primary role of the IC is to formulate investment strategies and work with Relationship Managers in managing client portfolios.
The Responsibilities:
Participate in product idea generation and solutions by:
The Requirements:
Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep.
A Private Bank looking for an Investment Counsellors (IC) to be the investment specialists within the front office team. The primary role of the IC is to formulate investment strategies and work with Relationship Managers in managing client portfolios.
The Responsibilities:
- Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile
- Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
- Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews
Participate in product idea generation and solutions by:
- Keeping abreast of products in the market
- Proposing new product ideas
- Promoting ideas approved and endorsed by the Product Council where applicable
- Developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes
- Ensure adherence to internal and external regulations and policies at all times
The Requirements:
- Bachelor's degree in the fields of either Finance, Business, Economics or Banking
- At least 8 years in financial industry in an investment advisory position and have good sales track record
- Preferably CFA and CACS certified
- Strong knowledge of products across asset classes
- Strong interpersonal and communications skills
- Strong analytical and strategic thinking skills
- Possess future oriented mindset, strive to innovate and adapt to changes
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
- Ability to thrive in a fast-paced environment and remain empathetic, passionate, and resilient
Disclaimer: The Company complies with the Tripartite Guidelines on Fair Employment Practices (TGFEP), including the prevailing guidelines on recruitment. All qualified applicants will be considered for the position regardless of their age, race, religion, nationality, marital status, or family responsibilities. A more detailed discussion of the TGFEP is available on the Tripartite Alliance for Fair and Progressive Employment Practices (TAFEP) website at https://www.tal.sg/tafep.
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