Investment Advisor/Counsellor, Group Consumer Financial Services

Singapore, Singapore
21 Jun 2022
05 Jul 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Roles & Responsibilities:
  • Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products
  • Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products
  • Portfolio counselling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals
  • Monitor and execute trades for clients across a range of financial instruments
  • Conduct continuing education for RMs on unit trusts, treasury products, investment basics, portfolio allocation strategies, etc
  • Contributing towards regular investment publications (eg, newsletters, product summaries, trade recommendations) for distribution to clients

  • Minimum 3-5 years relevant experience in investment advisory, research, sales or trading in currencies, equity or other Treasury related products
  • A good university degree or the equivalent in professional qualification preferred
  • Sound analytical mind and ability to interpret economic news and data
  • Candidates who have passed Levels 1, 2 or 3 of CFA preferred
  • The candidate must have experience in Unit Trusts and portfolio allocation, in the capacity of unit trusts product managers or investment consultants or similar roles
  • Possess strong interest in and understanding of economics and financial markets, particularly in FX and/or equity markets
  • Ideally candidate should have experience in one or more of the following wealth management products; bonds, equities, FX, Bancassurance and Unit Trust
  • Must have or willing to learn a broad based investment-related exposure and background in order to multi-task within a small team
  • Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings
  • Able to communicate effectively with English and Mandarin/Bahasa Indonesia speaking customers
  • Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization

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