Investment Counsellor, Wealth Management at CLSA

Singapore, Singapore, Singapore -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

0.0

Posted On

20 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Advisory, Investment Strategies, Client Meetings, Investment Proposals, Portfolio Reviews, Market Views, Performance Monitoring, Product Development, Regulatory Adherence, Revenue Growth, Business Acumen, Presentation Skills, Relationship Building, Analytical Skills, Strategic Thinking, Collaboration

Industry

Financial Services

Description

Key Areas of Responsibilities Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view. Formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile. Partner sales teams on client meetings or social engagements to articulate investment ideas, investment concepts, create investment proposals and conduct timely portfolio reviews. Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients. Monitor client portfolios for performance, appropriateness and investment opportunities. Keep abreast of new products developments in the market, propose new product ideas, further evaluate and promote ideas approved and endorsed by the products management team. Ensure that proposed ideas and strategies to clients are closely followed-up with monitoring of market changes and developments that may impact the clients, and give timely advice on the investment portfolios. Ensure adherence to internal and external regulations and policies at all times. Ensure integrity of sales process and compliance with internal policies and regulatory requirements. Build a highly proactive and long-term relationship with clients by generating and sustaining revenue growth whilst broadening client base. Requirements Bachelor degree major in Finance, Business Administration, Economics or related disciplines. Chartered Financial Analyst holder or professional qualification of FRM / CPA is preferred. Minimum 4 years of experience in financial industry in an investment advisory position preferably in Private Banking / Wealth Management specializing in sales and marketing of investment products, dealing experience will be an advantage. Extensive knowledge of investment products including equities, fixed incomes, funds, structured products, FX, options, futures etc. Client focused with strong business acumen, presentation (both written and oral), and good relationship building skills. Pleasant interpersonal and communications skills. Strong analytical and strategic thinking skills with a future-oriented mindset ready to innovate and adapt to changes. Clear understanding of inter-dependencies and synergies within the team, and able to collaborate effectively across departments. Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient to both clients’ demands and rapid market changes. Good command of written and spoken English. Must be proficient in spoken Mandarin, particularly in product offering concepts and explanation to Greater China clients. Proficient in written Mandarin communications to clients if necessary. Possess CACS 1 & 2 certifications, and the relevant CMFAS licensing. Stay informed on CITIC CLSA Job Opportunities Not the right fit? You can create a job alert to receive our latest job openings that meet your interest. CITIC CLSA provides global investors and corporate executives with insights, liquidity and capital to drive their growth strategies. Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC CLSA is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China. CITIC CLSA operates from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit http://www.clsa.com.

Responsibilities

Provide client portfolio advisory to private wealth clients across multi-asset classes, formulating investment strategies aligned with client objectives and risk profiles. Partner with sales teams to articulate investment ideas, create proposals, conduct reviews, and monitor portfolio performance and market changes.