Investment Counsellor – Singapore, Malaysia & International (SG) (Director)

Investment Counsellor – Singapore, Malaysia & International (SG) (Director)

Job title: Investment Counsellor – Singapore, Malaysia & International (SG) (Director)

Company: Bank of Singapore

Job description: 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.

Main Duties

  • 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.
  • Relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs.
  • Work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews.
  • Participate as a member of the Product Council to generate products solutions and :
  • keep abreast of products in the market
  • propose new product ideas
  • promote ideas approved and endorsed by the Product Council
  • take collective responsibility and accountability for products discussed and endorsed at the Product Council.
  • develop, monitor and follow up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes.



  • Bachelor Degree in the fields of either Finance, Business, Economics or Banking
  • At least 8 years in financial industry in an investment advisory position
  • Strong inter personal and communications skills
  • Strong analytical and strategic thinking skills
  • Team player

Expected salary:

Location: Singapore

Job date: Thu, 24 Jun 2021 00:30:38 GMT

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