Investment Counselor

Job Responsibilities:

Research and Development:

- Stay updated with the latest market trends, investment products, and financial news to provide timely and relevant information to clients and RMs.

- Conduct in-depth research on market conditions, investment opportunities, and risk factors to develop comprehensive investment strategies.

- Provide insights and recommendations to support the advisory processes.

- Prepare and deliver regular market updates, research reports, and investment recommendations to Affluent RMs and RMs.

- Collaborate with the product development team to identify and introduce new investment products and services. Market Updates and Support:

- Provide ongoing support and training to Affluent RMs and RMs on PMS and AIF products, acting as a subject matter expert.

- Address queries and provide detailed product knowledge to the sales team to ensure they are well-informed about market developments.

- Organize and conduct regular training sessions, workshops, and seminars for the sales team to enhance their advisory skills.

- Monitor market competition and provide feedback to improve product offerings and advisory strategies.

Client Support (Occasional):

- When required, assist in identifying and converting potential clients for PMS and AIF products.

- Engage with clients to understand their investment needs and provide tailored financial solutions when necessary.

- Build and maintain strong relationships with clients to ensure long-term engagement and satisfaction.

Requirements:

Experience:

- Minimum 5 to 6 years of experience in investment advisory, portfolio management, or a related field.

Education:

- Bachelor's degree in Finance, Economics, or related disciplines. Advanced certifications such as CFA, CFP, or equivalent are preferred.

Skills:

- Strong understanding of PMS and AIF products.

- Excellent communication and presentation skills.

- Ability to conduct thorough research and provide detailed market insights. o Strong relationship management skills and a client-centric approach.

- Ability to work independently and as part of a team.

Key Competencies:

- Proactive and self-motivated with a strong drive for excellence in investment advisory.

- Analytical mindset with the ability to interpret complex financial data.

- Excellent problem-solving skills and attention to detail.

- Ability to manage multiple tasks and prioritise effectively.

- Strong ethical standards and integrity.

- This position focuses primarily on investment advisory and market support, without the pressure of sales targets or a pure sales profile.