Manager - Investment Counsellor
Hong Leong Bank Berhad
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Functional (job responsibilities)
Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ investment objectives and risk profiles.
Partner Relationship Managers for client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews.
Initiate product idea generation as subject matter expert and keep abreast developments in the market.
Familiar with end-to-end process of order taking and trade execution.
Ensure adherence to internal/external regulations and policies at all times.
Experience in Funds, Discretionary Portfolio Management (DPM), FX & Fixed Income will be an advantage.
Education/Qualification
- Bachelor Degree in the fields either Finance, Business, Economics or Banking
Experience
- At least 10 years in the financial industry, with experience in investment advisory or related position
- Preferably CACS certified
- Preference for candidates with expertise in at least two asset classes
- Strong interpersonal and communication skills
- Strong analytical skills, innovative and adaptable
- Team player
About Hong Leong Bank
We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.
We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
Realise your full potential at Hong Leong Bank by applying now.
Summary
Provide investment advice, develop strategies for private banking clients, ensure compliance, and collaborate with teams.
Job title
Manager - Investment Counsellor
Experience level
at least 10 years
Industry
financial services
Location requirements
Singapore, remote work not specified
Salary
Not specified
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Singapore