AVP, Treasures Investment Counsellor (Offshore), Consumer Banking Group
Core
Resident expert in wealth products and solutions tailored to client risk appetite and needs, covering Portfolio Advisory, Asset Allocation, Unit Trusts, FX, Fixed Income, Equities, Alternatives, and Derivatives.
Role type
Senior Investment Counsellor (Offshore)
Builds
Bespoke wealth solutions and portfolios for assigned Accredited Investors
Domain
Wealth Management / Consumer Banking
Deliverable
client delivery
Required skills
Portfolio Advisory, Asset Allocation, Unit Trusts, FX, Fixed Income, Equities, Alternatives, Derivatives, regulatory compliance, sales and revenue target achievement
Preferred skills
knowledge of financial market trends, multicultural exposure, strong presentation skills
Responsibilities
Prepare investment proposals reflecting clients' strategic asset allocation and risk profile; participate in joint calls with Relationship Managers to provide holistic investment landscape views; work in partnership with Relationship Managers and Team Head to achieve sales and revenue targets; ensure compliance with regulatory and internal audit/security requirements.