About the role
Portfolio Counsellor responsible for managing wealth revenue for North Asia clients, providing investment advisory, sales, coaching, and compliance.
BankingOnsite
Key Responsibilities
- Manage and drive Wealth revenue including Investment and Treasury products for North Asia clients
- Provide expertise and advisory to sales representatives and customers on wealth related products
- Acquire new to wealth businesses for the Bank
- Cross sell and up sell to grow key product portfolio
- Minimise attrition of port to competitors
- Coach sales representatives weak in this product field
Requirements
- Recognized tertiary education
- Professional certifications such as CFA, CFP or other relevant international investment certifications (e.g., US series 6) are advantageous
- 5 years of experience in investment advisory, preferably in banking sales or asset management, or 5 years RM experience in Bank
- Passion for investment business
- Strong interpersonal and coaching skills
- Possess relevant accreditation (M5, M8, M8A) preferred