Investment Counsellor
Core
Provide investment advisory and portfolio construction recommendations to high-net-worth and ultra-high-net-worth clients.
Role type
Investment Counsellor
Builds
Tailored investment solutions aligned with clients' financial objectives and risk profiles
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
Portfolio construction, Investment advisory, Market analysis, Client relationship management, Regulatory compliance, Financial product knowledge
Preferred skills
Business development, Client acquisition, Presentation skills
Responsibilities
Conduct regular portfolio reviews and investment discussions with clients, Generate investment ideas across equities, fixed income, structured products, funds, and alternatives, Monitor financial markets and communicate actionable investment insights, Support business development efforts by contributing to client acquisition and retention initiatives, Ensure all advisory activities comply with regulatory and internal compliance requirements