Investment Counsellor, International Markets
2 months ago
Investment CounsellorEstablished Private BankOur client, a global Private Bank with strong presence across key dynamic markets globally is looking for.....
Investment Counsellor
Established Private Bank
Our client, a global Private Bank with strong presence across key dynamic markets globally is looking for an Investment Counsellor to join them in front office teams in Singapore overing the International markets.
As the successful candidate, you will partner Relationship Managers and the other investment teams to provide investment advice to U/HNW clients that are in line with their financial goals and risk appetite.
Responsibilities
- Provide high quality investment advisory services to private banking clients, formulating bespoke investment strategies that align with their strategic asset allocation, investment objectives, and risk profiles.
- Collaborate with Relationship Managers in client meetings to articulate investment ideas and strategies, deliver portfolio reviews, and create customized investment proposals.
- Staying abreast of market trends and product developments
- Proposing innovative product ideas tailored to client needs
- Always ensure full compliance with internal policies and external regulatory requirements.
Requirements
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Minimum of 7 years’ experience in investment advisory or a related function within the Private Banking industry
- Possess the CACS qualifications
Please send your details to info@revepartners.sg for a confidential discussion.
We regret that only shortlisted candidates will be contacted.
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