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Investment Advisor/Counsellor, Group Consumer Financial Services
Roles & Responsibilities: Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products Portfolio counselling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals Monitor and execute trades for clients across a range of financial instruments Conduct continuing education for RMs on unit trusts, treasury products, investment basics, portfolio allocation strategies, etc Contributing towards r


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