Manager - Investment Counsellor

About the role

As a Manager – Investment Counsellor you will provide expert investment advisory to Private Banking clients, shaping strategies that match their objectives and risk tolerance. You will work closely with Relationship Managers to present house views, develop proposals, and review portfolios.

Key responsibilities

• Deliver investment advice and formulate strategies aligned with client goals.
• Collaborate with Relationship Managers for client meetings, presenting ideas and conducting portfolio reviews.
• Generate product ideas as a subject‑matter expert and stay updated on market developments.
• Manage end‑to‑end order taking and trade execution processes.
• Ensure compliance with all internal and external regulations and policies.

Required profile

• Bachelor’s degree in Finance, Business, Economics or Banking.
• Minimum 10 years of experience in the financial industry, preferably in investment advisory.
• Preferably CACS certified.
• Strong interpersonal, communication, analytical and teamwork abilities.

Required skills

• Funds
• Discretionary Portfolio Management (DPM)
• Foreign Exchange (FX)
• Fixed Income
• Order taking
• Trade execution