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