Purpose
The Investment Advisory Team is at the heart of Klay Capital's investment solution and portfolio construction ecosystem, bringing together investment experience, execution capability, strategy and research to deliver the outcomes our clients seek while prioritising client engagement. This role is suited to individuals with strong multi-asset expertise across capital markets, portfolio construction, derivatives and structured products, who can partner Relationship Managers and Advisors and engage clients independently.
Summary of Job Role
The Investment Counsellor is the technical bridge between the house view and the client relationship. The role spans multi-asset portfolio construction, translating the Global Investment Committee's views into recommendations, active advisory and trade ideas across cash and derivative instruments, and partnering RMs and Advisors to manage, retain and win client relationships.
Key Responsibilities
- Construct, recommend, execute and monitor multi-asset client portfolios (equities, fixed income, FX, alternatives, cash) aligned to each client's objectives, risk tolerance and mandate.
- Structure and price derivatives and structured solutions across FX, equity ETD, OTC and structured products across multiple custodian banks, as satellite and hedging overlays.
- Apply disciplined portfolio construction (diversification, risk budgeting, scenario and stress analysis) and clearly articulate the risk/return trade-offs of each recommendation.
- Translate the Global Investment Committee's house view and product shelf into specific, actionable recommendations for Advisors and clients.
- Partner Relationship Managers and Advisors to review and monitor portfolios, develop investment strategies and deliver timely advice and execution.
- Lead client investment conversations independently – present ideas, handle questions under pressure and take ownership of the advisory outcome.
- Support business development – retain and deepen existing relationships and help win new client assets through the strength and credibility of the advice.
- Keep RMs, Advisors and clients current on market and asset-class developments and changes in house positioning.
- Ensure strict adherence to MAS regulatory, suitability and compliance requirements, including both pre-trade and post-trade procedures.
- Additional responsibilities apply from time to time.
Qualifications
- Required/Desired: Bachelor's in Finance / Business / Economics
- Professional qualifications such as CFA or CAIA are a plus
Skills/Knowledge
- Strong multi-asset portfolio construction across asset classes
- Real fluency in derivatives and structured products – pricing, structuring and risk management
- Ability to translate a house view into clear, suitable client recommendations
- Strong client-facing, communication and interpersonal skills; able to advise independently
- Proficient with Bloomberg and MS Office (Excel, PowerPoint, Word)
Experience
- Minimum 5–7 years relevant investment advisory experience in private banking or wealth management, serving HNW / UHNW clients
