Investment Counsellor

  • Competitive
  • Singapore
  • Permanent, Full time
  • HL Bank
  • 19 Jan 18 2018-01-19

Abreast with market developments and develop comprehensive investment strategies and themes. Generate & publish investments ideas across multi asset classes based on fundamentals / external research.

  • 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
  • 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