Investment Counsellor

About the role

We are a LFMC based in Singapore mainly serving HNWI clients. We are looking for an investment counsellor role for our Singapore team to work with the relationship managers to serve our HNWI clients.

Responsibilities

• Work with Relationship Manager(RM) toprovide comprehensive family office asset allocation and management advice tohigh-net-worth clients.
• Work with partnering private banks/brokers/investmentbanks to provide clients with customized investment products, including fixedincome, structured products, capital-protected products, equities and otherfinancial products
• Ensure timely service to RM (e.g. seek quotation, prepare investment materials, liaise with private bank, trade execution etc) and respond to client investment services request directly fromtime to time
• Conduct in-depth market analysis andconsolidate the investment materials from the banks to provide RM with dailyinvestment insights and advice.
• Apply your market knowledge in products and advisory to promote full product range to meet clients needs, attend toclients' needs (e.g. facilitate bank account opening, product advice)
• Ensure that investment relatedactivities are compliant with regulatory standards and compliance policies.
• Generate monthly/quarterly researcharticles to provide clients with investment insights and continued marketingfor the company as needed
• Key Qualifications:
• A Bachelor's degree in Finance,Economics, Business Administration, or a related field;
• A Master's degree or MBA is preferred.

Your Match

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Company Intel

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