Investment Advisor/Counsellor, Group Consumer Financial Services - (25000089)

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

Qualifications

Requirements:

• 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
• Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization

Primary Location: Singapore
Job: Wealth Advisor
Organization: Personal & Premier Banking Onshore
Schedule: Permanent
Job Posting: 14-Feb-2025, 2:58:55 A

• 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 client