Senior Investment Counsellor
Core
Prepare and implement investment strategies for high-net-worth and ultra-high-net-worth clients across Singapore and regional markets based on thorough analysis of their wealth, portfolios, and risk appetite.
Role type
Senior Investment Counsellor (Private Banking/Wealth Management)
Builds
Bespoke investment solutions in Equity, Fixed Income, FX, Structured products, and Alternative Investments for HNWIs and UHNWIs.
Domain
Wealth Management / Private Banking / Multi-asset Class Investments
Required skills
Investment advisory, portfolio management, risk management, multi-asset class expertise, structured products knowledge, regulatory compliance, client servicing, strategic problem-solving
Preferred skills
CFA designation, proficiency in Bahasa, Hindi, or Mandarin, degree in Finance or Economics
Technologies
N/A
Responsibilities
Attend client meetings with Relationship Managers to support prospect acquisition and AUM growth; Develop bespoke investment solutions by translating house views into individual class investment ideas; Conduct portfolio reviews and suggest trades or rebalancing activities; Cross-sell RBC products including discretionary portfolio mandates; Support sales efforts during RFPs and sales meetings; Generate investment ideas consistent with RBC research; Maintain risk and compliance checks across the suitability process.
Seniority
Senior, hands-on IC
