What is the opportunity
As a Senior Investment Counsellor, you will be responsible for preparing and implementing investment strategies for 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, 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
- Doing so with a special focus on Structured products as Singapore location champion for this category of 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 behavior of the portfolios
What do you need to succeed
Must-have
- The role would typically require more than 5-10 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
- This role requires speaking to North Asia-based clients, proficiency in Mandarin is essential
- 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 wealth management business is highly desirable
- Additional language abilities will be advantageous
