Investment Counsellors (ICs) are investment specialists within a marketing team. The primary role of the IC is to formulate investment strategies and work with Relationship Managers in managing client portfolios.

You will meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile. You will relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs.

Working with Relationship Managers on investment ideas, you will articulate investment concepts, create investment proposals and conduct portfolio reviews. You will also participate as a member of the Product Council to generate product solutions and keep abreast of products in the market. Propose new product ideas and promote ideas approved and endorsed by the Product Council. You will take...