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Investment Counsellor

icon building Company : Selby Jennings
icon briefcase Job Type : Full Time
icon geo-alt Singapore

Job Description - Investment Counsellor

  • Provide investment advisory and portfolio construction recommendations to high-net-worth and ultra-high-net-worth clients.
  • Work closely with Relationship Managers to deliver tailored investment solutions aligned with clients' financial objectives and risk profiles.
  • Conduct regular portfolio reviews and investment discussions with clients.
  • Generate investment ideas across equities, fixed income, structured products, funds, alternatives, and discretionary solutions.
  • Participate in client meetings, investment presentations, and market update sessions.
  • Monitor financial markets and communicate actionable investment insights to clients and internal stakeholders.
  • Support business development efforts by contributing to client acquisition and retention initiatives.
  • Ensure all advisory activities comply with regulatory and internal compliance requirements.
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