Manager - Investment Counsellor

Hong Leong Bank; Singapore; On-site; SGD 80,000 - 110,000; Full time

Job summary

A leading financial institution is seeking a Manager - Investment Counsellor in Singapore. This role involves providing investment advisory to Private Banking clients while formulating strategies aligned with client objectives. The ideal candidate should have at least 10 years of experience in the financial industry, preferably with investment advisory experience and be CACS certified. Strong analytical and interpersonal skills are essential in this role to collaborate effectively with Relationship Managers and clients.

Qualifications

• Minimum 10 years of experience in the financial industry with investment advisory experience.
• Preferably CACS certified.
• Expertise in at least two asset classes.

Responsibilities

• Provide investment advisory to Private Banking clients.
• Formulate investment strategies aligned to clients’ objectives.
• Partner with Relationship Managers for client meetings.

Skills

Investment advisory

Strong analytical skills

Interpersonal skills

Adaptability

Team player

Education

Bachelor Degree in Finance, Business, Economics or Banking

Job description

Manager - Investment Counsellor page is loaded## Manager - Investment Counsellorlocations: Singaporetime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000023450**If you are looking to excel and make a difference, take a closer look at us…****Functional (job responsibilities)*** ### Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ investment objectives and risk profiles.* ### Partner Relationship Managers for client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews.* ### Initiate product idea generation as subject matter expert and keep abreast developments in the market.* ### Familiar with end-to-end process of order taking and trade execution.* ### Ensure adherence to internal/external regulations and policies at all times.* ### Experience in Funds, Discretionary Portfolio Management (DPM), FX & Fixed Income will be an advantage.**Education/Qualification*** Bachelor Degree in the fields either Finance, Business, Economics or Banking**Experience*** At least 10 years in the financial industry, with experience in investment advisory or related position* Preferably CACS certified* Preference for candidates with expertise in at least two asset classes* Strong interpersonal and communication skills* Strong analytical skills, innovative and adaptable* Team player*About Hong Leong Bank**We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.**We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.**Realise your full potential at Hong Leong Bank by applying now.*Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology.As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement.HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.