# Senior Investment Counsellor

**Company**: RBC
**Location**: Singapore, #26-01 ASIA SQUARE TOWER 1:SINGAPORE
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/8-MARINA-VIEW-26-01-ASIA-SQUARE-TOWER-1SINGAPORE/Senior-Investment-Counsellor_R-0000191975?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_d4627b2d-efa

## Description

As a Senior Investment Counsellor, you will prepare and implement investment strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across Singapore and other regional markets.

You will work alongside Relationship Managers to attend client meetings, develop bespoke investment solutions, and conduct portfolio reviews.

Your responsibilities include:

- Working with Relationship Managers to support acquisition of new prospects and increase AUM of existing clients

- Developing investment solutions by translating high-level house views into individual class investment ideas

- Cross-selling RBC products and solutions

- Conducting portfolio reviews and suggesting trade or rebalancing activities

- Supporting sales efforts during RFP, sales meetings, and sessions with existing clients or partners

- Generating investment ideas consistent with RBC research

- Contributing to a sharing culture of investment knowledge and expertise with the internal sales force

- Maintaining a high level of risk and compliance checks across the suitability process and portfolio behaviour

To succeed, you will need:

- More than 10 years of experience as an Investment Advisor or Investment Counsellor in private banks, wealth management, or investment product industry

- Strong knowledge and experience in advising and promoting traditional and alternative investments to HNWIs and UHNWIs

- Well-versed in multi-asset classes of investment products and familiar with global markets, especially structured products

- Solid investment advisory, portfolio, and risk management knowledge

- Sound knowledge of applicable regulatory and compliance requirements on investment advisory products

- Excellent communication, interpersonal, and presentation skills in English

- Strong team player with excellent client servicing skills and strategic problem-solving ability

- Willingness to travel across regions as required

Nice-to-have skills include:

- Degree in Finance, Economics, or related field

- CFA or relevant designation

- Proficiency in Bahasa, Hindi, or Mandarin

In return, you will receive:

- A comprehensive Total Rewards Program including bonuses and competitive compensation

- Leaders who support your development through coaching and managing opportunities

- Opportunities to work with the best in the field

- Ability to make a difference and lasting impact

- Work in a dynamic, collaborative, progressive, and high-performing team

- A world-class training program in financial services

## Skills

### Required
- Investment Advisory
- Portfolio Management
- Risk Management
- Compliance
- Communication
- Teamwork
- Hindi
- Mandarin

### Nice to have
- Bahasa
- CFA
- Finance degree
- Economics degree

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/8-MARINA-VIEW-26-01-ASIA-SQUARE-TOWER-1SINGAPORE/Senior-Investment-Counsellor_R-0000191975?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)