Investment Counsellor Investment Counsellor …

Lincoln HR Group Singapore Pte Ltd
in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 16 Sep 19
negotiable
Lincoln HR Group Singapore Pte Ltd
in Singapore, Singapore, Singapore
Permanent, Full time
Last application, 16 Sep 19
negotiable
Our client, who is a regional private bank is looking for a senior investment counsellor to formulate investment strategies and work with Relationship Managers in managing client portfolios.

Main Duties

 

  • To meet and provide premium investment advisory to Bahasa-Speaking HNW clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.

 

  • To relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs.

 

  • To work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews. 

 

 

Qualifications

 

  • You should have a bachelor Degree in the fields of either Finance, Business, Economics or Banking with at least 8 years in financial industry in an investment advisory position.
  • Due to the specific clients requirements of the roles, a strong command of Bahasa Language is mandatory.

Interested and qualified applicants are invited to send in their updated resumes to elee@lincoln-group.com – attention to Ellen Lee.

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