Investment Counsellor (Multi Asset)

at  KIMBERLEY CONSULTING PTE LTD

Our client is a very large Indian financial institution and it is a multi family office which is expanding. They are looking to hire an investment counsellor to support four RMs who are based in middle East and is expanding into Singapore market

JOB REQUIREMENTS & SKILLS

• Degree or above (Business / Finance / Engineering / Economics or related disciplines)
• Minimum 10 years of relevant experience in an Investment Counsellor/product specialist role
• Experience working in Wealth Management at financial institution such as independent/External Asset Manager and/or a Fund Manager will be an advantage
• Has good track record of formulating sound investment strategies in multi asset classes
• Proficiency in Office software such as Word / Excel / PowerPoint. SAS / VBA is a plus.
• Result-oriented with strong initiative and drive to succeed.
• Excellent communication, interpersonal and relationship skills.
• Good command of written and spoken English and Hindi

• Min 10-15 years’ experience from NRI wealth management background
• Very good knowledge in wealth management and multi asset capability
• Have good understanding of clients’ risk portfolio, investment needs to structure and executive investment solutions
• Support RMs by providing investment advice to clients
• Present all investment recommendations in a highly professional manner
• Assist in wealth management / planning system development including design and optimize product operation flow.
• Maintain excellent client relationship based on prior experience of dealing with high net worth clients
• Support the business development efforts of the RMs by actively engaging prospects
• Maintain a high standard of ethics and conduct and ensure absolute confidentiality of clients’ information
• Ensure strict adherence to the company’s policies and regulations