Portfolio Counsellor
Job Summary
The Portfolio Counsellor provides investment product training and expert advisory support to Relationship Managers and Client Advisors. This role involves guiding the sales team on investment strategies, assisting with client meetings, and developing personalized investment plans based on customer risk profiles. The position ensures adherence to regulatory compliance while driving the growth of key product portfolios through specialized insights.
Responsibilities
- Provide investment training and coaching to sales teams.
- Guide strategies based on market conditions and client needs.
- Support client meetings, events, and joint sales calls.
- Develop investment strategies and risk profile assessments.
- Ensure regulatory compliance and policy adherence.
Required Skills
- 6–8 years banking investment advisory experience.
- Deep knowledge of mutual funds and structured products.
- Strong communication and presentation skills.
- Analytical and problem-solving capabilities.
- Mandarin proficiency.
Job Details
Responsibilities:
- Provide investment product training and coaching to Relationship Managers and Client Advisors.
- Guide the sales team on suitable investment products and strategies based on market conditions and customers’ financial needs.
- Support client events, tea talks, product briefings and joint sales calls.
- Accompany Relationship Managers and Client Advisors to selected client meetings to provide investment insights and product expertise.
- Provide unbiased advisory and specialised views on wealth and investment-related products.
- Explain financial market developments and investment options clearly to the sales team and customers.
- Understand customers’ financial profiles, investment objectives and risk appetite.
- Develop suitable investment strategies to help customers achieve their financial goals.
- Cross-promote relevant investment products to support the growth of key product portfolios.
- Enhance customers’ overall investment experience through specialised advisory and product expertise.
- Ensure adherence to internal policies, business processes and regulatory requirements.
- Maintain compliance with all applicable laws, regulations and industry guidelines.
Requirements:
- Must have 6–8 years of investment product advisory experience within a bank.
- Candidates must currently be working or have recent relevant experience in the banking industry.
- Strong understanding of financial markets and wealth investment products.
- Good knowledge of mutual funds, structured products and treasury products.
- Experience supporting Relationship Managers, Client Advisors or other wealth sales representatives.
- Comfortable conducting product training, market briefings, client presentations and joint sales calls.
- Confident with excellent communication and presentation skills.
- Independent, self-motivated and able to work with a strong sense of urgency.
- Strong analytical, problem-solving and decision-making skills.
- Able to provide objective investment views without carrying an individual sales target.
- Mandarin Speaking.