We are currently seeking a high calibre professional to join our team as a Investment Counsellor.
In this role you will:
Accountable for assessing client need, developing and communicating a comprehensive core portfolio investment strategy, implementation plan and execution.
Monitoring to ensure portfolio aligns with clients’ overall pre-agreed objective and risk profile on an on-going basis.
Focus on constructing, implementing and executing a portfolio.
Provide updates on investment opportunities to clients, prospects and Relationship Managers
Coordinate with Investment Services and Product Solutions Group team members to ensure consistency of strategic and tactical approach
Provide input and support for the development of new business initiatives and product enhancement.
Maintain current knowledge of competitors’ investment capabilities, product offering and pricing policies
Identify and communicate issues or limitations related to product, platform, operations, systems or pricing
Ensure integrity of sales process and compliance with all the banking group and regulatory policies.
Follow the banking group Global Standards in compliance and risk control, and champion the banking group Values.
To maintain the banking group internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
To be successful you will need:
Passionate on flat fee portfolio advisory model
Experience in portfolio management/ sell side equity research/ advisory in private banks useful
Passionate about learning portfolio management and investment products
Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
Strong negotiation, complex problem resolution, communication and presentation written and oral skills
Sound judgment, keen sense of urgency, and high level of professional and personal integrity
The employment is subject to Mandatory Reference Ch...
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Relevant degree or professional qualifications
Experience aligned with the role level stated in the posting
