Investment Counselor, Product and Investment Solutions, Wealth Management
CLSA(6 months ago)
About this role
An Investment Counselor supports front-office staff to generate revenue from wealth management products and services by providing portfolio advisory to private wealth clients across multi-asset classes. The role acts as a second point of contact delivering market views, executing investment strategies, and building long-term client relationships to grow and sustain revenue.
Required Skills
- Portfolio Advisory
- Multi-Asset
- Equities
- Fixed Income
- Funds
- Structured Products
- Relationship Building
- Sales
- Presentation
- Analytics
+7 more
Qualifications
- Bachelor's Degree in Finance or Related
- CFA
- FRM
- CPA
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