Manager - Investment Counsellor

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.