Investment Counsellor, Wealth Management | Singapore, SG | In-Office

CITIC CLSA; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading company in wealth management is seeking an Investment Counsellor to provide portfolio advisory to private wealth clients. The role involves formulating investment strategies, monitoring portfolios, and ensuring compliance. Ideal candidates will have strong analytical skills, a finance-related degree, and relevant certifications.

Qualifications

• At least 4 years of experience in investment advisory.
• Proficiency in written and spoken English and Mandarin.

Responsibilities

• Provide client portfolio advisory on multi-asset classes.
• Formulate investment strategies aligned with clients’ objectives.
• Monitor client portfolios for performance and opportunities.

Skills

Client-focused

Analytical thinking

Presentation skills

Interpersonal skills

Communication skills

Education

Bachelor’s degree in Finance

Chartered Financial Analyst (CFA)

Job description

Investment Counsellor, Wealth Management

Investment Counsellor, Wealth Management

CITIC CLSA Singapore Apply now Posted 1 day ago | In-Office | Permanent | Negotiable

• 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 clients’ target strategic asset allocations to meet investment objectives and risk profiles.
• Partner with sales teams on client meetings or social engagements to articulate investment ideas, create proposals, and conduct portfolio reviews.
• Act as a secondary contact by offering market views, planning, and executing investment strategies for private wealth clients.
• Monitor client portfolios for performance, appropriateness, and investment opportunities.
• Stay informed about new product developments, propose new ideas, and evaluate and promote approved products.
• Follow up on proposed strategies with market monitoring and provide timely advice based on market changes.
• Ensure compliance with internal policies and external regulations at all times.
• Build and maintain long-term relationships with clients, focusing on revenue growth and client base expansion.

Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or related fields.
• Chartered Financial Analyst (CFA) designation or professional qualifications like FRM / CPA preferred.
• At least 4 years of experience in investment advisory within the financial industry, preferably in Private Banking / Wealth Management, with sales and marketing of investment products; dealing experience is a plus.
• Extensive knowledge of investment products including equities, fixed incomes, funds, structured products, FX, options, and futures.
• Client-focused with strong business acumen, presentation skills (both written and oral), and relationship-building skills.
• Excellent interpersonal and communication skills.
• Strong analytical and strategic thinking skills, with an innovative and adaptable mindset.
• Ability to collaborate effectively across departments and understand team inter-dependencies.
• Ability to perform well in a fast-paced environment, remaining empathetic, passionate, and resilient amidst client demands and market volatility.
• Proficiency in written and spoken English.
• Proficiency in spoken Mandarin, especially in product concepts and explanations for Greater China clients.
• Ability to communicate in written Mandarin if required.
• Possess CACS 1 & 2 certifications and relevant CMFAS licenses.

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CITIC CLSA provides insights, liquidity, and capital to global investors and corporate clients, supporting their growth strategies. Our services include award-winning research, extensive Asia coverage, direct links to China, and experienced professionals in asset management, corporate finance, equity and debt markets, securities, and wealth management.

As part of CITIC Securities, China’s leading investment bank, CITIC CLSA is well-positioned to facilitate cross-border capital flows and connect China with the world. We operate from 13 countries across Asia, Australia, Europe, and the Americas. For more information, visit www.clsa.com.

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