Senior Investment Counsellor

Job Description

What is the opportunity?

As a Senior Investment Counsellor, you will be responsible for preparing and implementing investment strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across Singapore and other regional markets. Each strategy will be based on thorough analysis of the client’s existing wealth, portfolios and risk appetite. You will operate in accordance with MAS and other applicable regulatory and compliance requirements.

What will you do?

• Work alongside Relationship Managers to attend client meetings to support acquisition of new prospects and increase AUM of existing clients.
• Work with Relationship Managers on tagging or assigned accounts, and responsible for developing bespoke investment solutions by translating high level house views into individual class investment ideas in Equity, Fixed Income, FX, Structured products and Alternative Investments.
• Cross-sell the full range of RBC products and solutions, including discretionary portfolio mandates.
• Conduct portfolio reviews and suggest any trade or rebalancing activities that could help our client to achieve performances objectives or manage their risks better.
• Support sales efforts during RFP, sales meetings and sessions with existing clients or partners.
• Generate investment ideas consistent with RBC research or approved research providers.
• Contribute to a sharing culture of investment knowledge and expertise with the internal sales force.
• Maintain a high level of risk and compliance checks across the suitability process and the behaviour of the portfolios.

What do you need to succeed?

Must-have

• This role would typically require more than 10 years of experience as an Investment Advisor or Investment Counsellor in private banks, wealth management or investment product industry
• Strong knowledge and experience in advising and promoting traditional and alternative investments to HNWIs and UHNWIs
• Well versed with multi-asset classes of investment products and familiar with the global markets, especially in structured products
• Solid investment advisory, portfolio and risk management knowledge
• Sound knowledge of applicable regulatory and compliance requirements on investment advisory products
• Excellent communication, interpersonal and presentation skills in English
• Strong team player with excellent client servicing skills and strategic problem-solving ability
• Willingness to travel across regionally as required

Nice-to-have

• Degree in Finance, Economics or related field
• CFA or relevant designation
• This role requires speaking to clients from Asia, proficiency in Bahasa, Hindi or Mandarin is nice-to have

What’s in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pays fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.