investment counsellor (director, private bank) in Singapore

posted
contact
chanel wee, randstad
job type
permanent
apply now

job details

posted
location
singapore
specialism
banking & financial services
job type
permanent
working hours
Full-Time
experience
10 years
reference number
91M0131602_1553133801
contact
chanel wee, randstad
apply now

job description

Our client is hiring for an Investment Counsellor (Director level & above) to join their growing team!

about the company
Our client is a foreign boutique private bank with excellent growth plans in place. They adopt a strong people culture & client oriented mindset to achieve their goals.


about the job
As an investment counsellor, you will look to partner with private bankers in managing client portfolios and formulate recommendations aligned with clients’ portfolio allocation preferences to meet investment objectives.

This role is excellent for experienced investment counsellors who are keen to move to a boutique setup, to cover an end-to-end advisory role, looking at clients across various markets.


Other key responsibilities include:

  • Work alongside product teams to generate new product offerings to clients, proposing new product ideas and communicating feedback from the market
  • Generate holistic portfolio investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews
  • Active participation in product investment committees - develop, monitor and adhere to new trading ideas for products





skills and experience required

  • Bachelor's degree in banking and financial services or similar field
  • At least 10 years experience in private banking in the investment counselling / advisory space
  • Good working knowledge in multi-asset product classes
  • Excellent stakeholder management abilities and presentation skills



To apply online please use the 'apply' function, alternatively you may contact Chanel Wee at 6510 1365 for a confidential discussion.

EA: 94C3609/ R1223887




skills

no additional skills required

qualification

no additional qualifications required

educational requirements

Bachelor Degree