Senior Investment Counsellor

What is the opportunity

As a Senior Investment Counsellor, you will be responsible for preparing and implementing investment strategies for NRI clients, based on thorough analysis of their existing wealth, portfolios and their risk appetite, in accordance with relevant regulatory and compliance requirements.

What will you do

• Work alongside Relationship Managers to attend client meetings to support acquisition of new prospects, in particular to the NRI segment, and increase AUM of existing clients

• Work with Relationship Managers on tagging or assigned accounts, and responsible for developing bespoke investment solutions by translating high level house views into individual class investment ideas in Equity, Fixed Income, FX, Structured products and Alternative Investments

• Cross sell and support promotion of full range of RBC products and solutions especially discretionary portfolio mandates

• Conduct portfolio reviews and suggest any trade or rebalancing activities that could help our client to achieve performances objectives or manage their risks better

• Support sales efforts from our sales and product specialist team during RFP, sales meetings or sessions with existing clients or partners

• Working with ISP team and within RBC internal policies to generate ideas consistent with RBC research or approved research providers

• Contribute to a sharing culture of investment knowledge and expertise in with internal sales force

• Maintain a high level of risk and compliance checks on the different stages of the suitability process and the behaviour of the portfolios

What do you need to succeed

Must-have

• The role would typically require more than 10 years of experience as an Investment Advisor or Investment Counsellor within private banks, wealth management or investment product industry

• Strong knowledge and experience in advising and promoting traditional and alternative investments to HNWIs and UHNWIs

• Well versed with multi-asset classes of investment products and familiar with the global markets, especially in structured products

• Significant expertise in investment, markets, strategy and key products (fixed income, equities, structures, ETF, funds, and private equity)

• Solid investment advisory, portfolio and risk management knowledge

• Sound knowledge of applicable regulatory and compliance requirements on investment advisory products

• Excellent communication, interpersonal and presentation skills in English as well as an additional language to communicate with target clients.

• Strong team player and strategic problem-solver with excellent customer servicing skills

Nice-to-have

• Being degree educated in Finance, Economics or other relevant professional qualifications, preferably with CFA and CPWP designation is a good-to-have

• Good understanding and prior experience in wealth management business is highly desirable