Investment Counsellor Investment Counsellor …

HL Bank
in Singapore, Singapore, Singapore
Permanent, Full time
Be the first to apply
HL Bank
in Singapore, Singapore, Singapore
Permanent, Full time
Be the first to apply
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
  • Certification of CACS Paper 1 & 2
  • Relevant CMFAS certification
  • 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