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Investment Counselor
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Investment Counselor
rich forever family office10-12 Years
- Posted 14 hours ago
- Be among the first 10 applicants
Job Description
Job Responsibilities:
- Provide investment advisory and portfolio solutions based on clients investment objectives, risk profiles and market conditions.
- Conduct market research and analysis across various asset classes, including equities, fixed income, funds, ETFs, structured products and other investment instruments.
- Develop investment ideas and recommendations based on macroeconomic trends, market developments and investment opportunities.
- Assist in portfolio construction, asset allocation and portfolio rebalancing to achieve clients investment objectives.
- Monitor existing investment portfolios and provide regular portfolio reviews and recommendations.
- Prepare investment proposals, portfolio analysis, market updates and other investment-related materials.
- Evaluate investment products and opportunities, including risk-return characteristics and suitability for different investment strategies.
- Liaise with private banks, financial institutions, fund managers and other external counterparties on investment products, market information and execution matters.
- Support management and/or Relationship Managers in investment discussions and presentations.
- Maintain proper documentation and ensure investment activities comply with internal policies and applicable regulatory requirements.
- Perform other investment-related duties and projects as assigned.
- Bachelor's Degree in Finance, Economics, Business, Banking or a related discipline.
- At least 10 years of relevant experience in investment advisory, private banking, wealth management, asset management, family office or a related financial services environment.
- Good understanding of financial markets and multiple asset classes, particularly equities, fixed income and investment funds.
- Strong analytical skills with the ability to evaluate investment opportunities independently.
- Ability to construct and review investment portfolios based on different investment objectives and risk profiles.
- Strong communication and presentation skills.
- Proficient in Microsoft Excel and PowerPoint.
- CFA, CAIA or other relevant professional qualifications would be an advantage.
More Info
Key Skills
market updates
CAIA
portfolio rebalancing
portfolio solutions
portfolio construction
About Company
