Investment Counsellor

Job Summary

Responsible for analysing client investment portfolios, providing investment insights and recommending suitable portfolio strategies based on client requirements and market conditions. The role involves portfolio performance monitoring, investment advisory support, client engagement, and partnering with Relationship Managers (RMs) to strengthen investment product knowledge and business performance.

Key Requirement

Strong expertise in wealth management products, portfolio construction, asset allocation and investment analysis, with the ability to provide actionable investment recommendations, support client relationships and drive business outcomes.

Role & Responsibilities:

• Analyse client investment portfolios and recommend suitable portfolio changes based on client requirements and market conditions.
• Evaluate portfolio performance against relevant benchmarks, including asset allocation, AMC/fund concentration, sector allocation and overall portfolio diversification.
• Conduct regular portfolio review discussions with existing clients and provide investment insights.
• Engage with prospective clients to understand their investment requirements and provide relevant investment solutions.
• Partner with Relationship Managers (RMs) and conduct training sessions on investment advisory products and services to enhance their product knowledge and mindshare.
• Track and monitor business performance, portfolio metrics and key business numbers.
• Prepare market outlooks, investment views and presentations for client and internal discussions.
• Maintain comprehensive knowledge of mutual funds and other relevant investment products.

Qualification:

Graduate/ MBA

Skills & Experience:

• Relevant experience in wealth management, investment advisory, portfolio analysis or investment product management
• Strong understanding of all wealth products, portfolio construction and asset allocation.
• Good analytical and financial-market understanding. Ability to interpret portfolio performance and provide actionable insights.
• Strong client-facing and communication skills. Ability to work closely with RMs and business teams.
• Good presentation and stakeholder-management skills.
• Strong understanding of regulatory and compliance requirements.