Job Description

What is the opportunity?

As a Senior Investment Counsellor, you will be responsible for preparing and implementing investment strategies for clients, based on thorough analysis of their existing wealth, portfolios and their risk appetite, in accordance with relevant regulatory and compliance requirements.

What will you do?

Work alongside Relationship Managers to attend client meetings to support acquisition of new prospects, and increase AUM of existing clientsWork with Relationship Managers on tagging or assigned accounts, and responsible for developing bespoke investment solutions by translating high level house views into individual class investment ideas in Equity, Fixed Income, FX, Structured products and Alternative InvestmentsDoing so with a special focus on Structured products as Singapore location champion for this category of investmentsCross sell and support promotion of full range of RBC products and solutions especially discretionary portfolio mandatesConduct portfolio reviews and suggest any trade or rebalancing activities that could help our client to achieve performances objectives or manage their risks betterSupport sales efforts from our sales and product specialist team during RFP, sales meetings or sessions with existing clients or partnersWorking with ISP team and within RBC internal policies to generate ideas consistent with RBC research or approved research providersContribute to a sharing culture of investment knowledge and expertise in with internal sales forceMaintain a high level of risk and compliance checks on the different stages of the suitability process and the behavior of the portfolios

What do you need to succeed?

Must-have

The role would typically require more than 5-10 years of experience as an Investment Advisor or Investment Counsellor within private banks, wealth management or investment product industryStrong knowledge and experience in advising and promoting traditional and alternative investments to HNWIs and UHNWIsWell versed with multi-asset classes of investment products and familiar with the global markets, especially in structured productsSignificant expertise in investment, markets, strategy and key products (fixed income, equities, structures, ETF, funds, and private equity)Solid investment advisory, portfolio and risk management knowledgeSound knowledge of applicable regulatory and compliance requirements on investment advisory productsExcellent communication, interpersonal and presentation skills in English as well as in Mandarin; additional language abilities will be advantageousStrong team player and strategic problem-solver with excellent customer servicing skills

Nice-to-have

Being degree educated in Finance, Economics or other relevant professional qualifications, preferably with CFA and CPWP designation is a good-to-haveGood understanding and prior experience wealth management business is highly desirable

What’s in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper.  We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensationLeaders who support your development through coaching and managing opportunitiesOpportunities to work with the best in the fieldAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial services.

Agency Notice

RBC Group does not accept agency resumés.  Please do not forward resumés to our employees, nor any other company location.  RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills

Additional Job Details

Address:

8 MARINA VIEW, #26-01 ASIA SQUARE TOWER 1:SINGAPORE

City:

Singapore

Country:

Singapore

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2025-08-04

Application Deadline:

2025-09-04

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.