Advisory Solutions - Investment Counselor Singapore (SG)

Category
Portfolio Advisory
Workload
Full Time (≥ 80%)
Posted on

About us

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

Your challenge

Description of role:

  • This is a client-facing role within Investments team.
  • Active Advisor partners with Relationship Managers to service clients, who require frequent interaction with a seasoned LGT investment specialist.
  • Active Advisor is expected to provide timely and unbiased investment advice on single stocks, bonds, structured products, FX, derivatives, mutual funds and private market investments in a scalable manner.
  • Active Advisor is expected to regularly monitor client portfolios for performance, risk and opportunities
  • A team player in executing the Active Advisory team vision.
  • As part of the role, Active Advisor is expected to actively contribute investment ideas to the team as part of “ideas sharing”.
  • Proactive and self-starter in taking initiative to build and manage own portfolio of tagged accounts
  • Occasional travel to meet clients may be required.

Your profile

Requirements:

Extensive experience

  • A seasoned professional with more than 15 years of experience in the dynamic financial industry, primarily honed within international private banks.

Investment expertise

  • Proven track record in multi-asset investment counselling, leveraging robust analytical skills, deep security, derivative, and structured product, fund and private market product knowledge to deliver sound and insightful advice.
  • Extensive experience in advising clients on navigating the complexities of global capital market securities

Quantitative finance skills

  • Mathematically trained with sound experience in applying quantitative skills to systematically evaluate portfolio risk and to identify optimal product solutions for client-centric recommendations.

Communication and language skills

  • Fluent in Cantonese, Mandarin, and English (both written and spoken), enabling seamless communication with diverse clientele and colleagues.

Personal qualities

  • Energetic, hard-working, and self-motivated individual with a collaborative spirit and a dedication to teamwork.
  • Growth mind-set

Qualifications:

  • University degree, coupled with CFA charter designation
  • Proficient in industry-standard tools, including Microsoft Office and Bloomberg.

Benefits at LGT

A great place to work – a great place to have impact: LGT promotes diversity among its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and provides the opportunity to create a unique and successful team. That's why our employees can also benefit from many additional benefits.

Perks & Advantages:

  • Long employee service awards 

  • Staff referral awards 

Family & Work:

  • Parental leave 
  • Marriage leave 
  • Childcare assistance  
  • Annual leave 

Growing Together:

  • Support for external training and further education 

  • Study leave 

Your Health:

  • Life and accident insurance 

  • Employee assistance program 

  • Retirement benefits 

Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.

Contact

Lincoln Lee

Lincoln Lee

Associate Director, Human Resources
LGT Bank (Singapore) Ltd.

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Transparency is important to us. That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

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