Investment Advisor/Counsellor, Group Consumer Financial Services

Job Description - Investment Advisor/Counsellor, Group Consumer Financial Services (2400015T)

Responsibilities:

1. Provide portfolio advisory support to Relationship Managers (RMs), focusing on Unit Trust & Treasury Products.
2. Interpret and forecast economic data, translating them into actionable trade or product ideas, and source investment products.
3. Provide portfolio counselling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings and preparing investment proposals.
4. Monitor and execute trades for clients across a range of financial instruments.
5. Conduct continuing education for RMs on unit trusts, treasury products, investment basics, and portfolio allocation strategies.
6. Contribute to regular investment publications (e.g., newsletters, product summaries, trade recommendations) for distribution to clients.

Qualifications:

Requirements:

1. Minimum 3-5 years relevant experience in investment advisory, research, sales, or trading in currencies, equity or other Treasury related products.
2. A good university degree or the equivalent in professional qualification preferred.
3. Sound analytical mind and ability to interpret economic news and data.
4. Candidates who have passed Levels 1, 2 or 3 of CFA preferred.
5. Experience in Unit Trusts and portfolio allocation, in the capacity of unit trusts product managers or investment consultants or similar roles.
6. Strong interest in and understanding of economics and financial markets, particularly in FX and/or equity markets.
7. Ideally, experience in one or more of the following wealth management products: bonds, equities, FX, Bancassurance, and Unit Trust.
8. Willingness to learn a broad-based investment-related exposure and background to multi-task within a small team.
9. Mature, confident, and able to play a meaningful role in client meetings.
10. Able to communicate effectively with English and Mandarin/Bahasa Indonesia speaking customers.
11. Excellent communication and strong interpersonal skills with the ability to work collaboratively across the organization.