Counsellor Job Description
Counsellor
provides insight and shares expertise with team members in regards to investing, financial planning and on non traditional financial instruments.
Counsellor Duties & Responsibilities
To write an effective counsellor job description, begin by listing detailed duties, responsibilities and expectations. We have included counsellor job description templates that you can modify and use.
Sample responsibilities for this position include:
Responsible for managing relationships with average asset size of $1.5 million – $3 million
Will have business development, revenue, referral, retention, and compliance targets
Promote and communicate internally the strengths and capabilities of WM Investment Services across all product capabilities with focus on mandated activities, such Discretionary portfolio management or Advisory mandates through satellite ideas from relevant product specialist areas (structured products, hedge funds, ) as appropriate
Align specifically with S&RM and with specified target segments assist in business development and strategic planning in partnership with those RMs
Be a strong team player working closely with all support staff other members of the Investments team (providing back-up to other team members where necessary)
Assist the ICs in providing quality Investment Management services to High and Ultra High Net Worth clients
Monitor relevant business data reports and client portfolios on regular basis
Promote and help communicate, within the WM UK network, the strengths and capabilities of WM Investment Services across all product capabilities with focus on mandated activities, such discretionary portfolio management or advisory mandates followed by satellite ideas from relevant product specialist areas (structured products, funds, FX ) where appropriate
Monitor portfolios of investment clients with advice in line with adopted strategic and tactical asset allocation views
Align specifically with S&RM teams and assist the ICs in business development / strategic planning in partnership with those RMs
Counsellor Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Counsellor
List any licenses or certifications required by the position: CPR, IRDAI, ULIP, AML, ISO, CPWP, PCC
Education for Counsellor
Typically a job would require a certain level of education.
Employers hiring for the counsellor job most commonly would prefer for their future employee to have a relevant degree such as Master's and University Degree in Clinical Psychology, Psychology, Social Work, Education, Finance, Management, Business, Health, Psychiatry, Communication
Skills for Counsellor
Desired skills for counsellor include:
Word
Business Computer Systems
Financial Statements
Microsoft Office
Audit and compliance practices to effectively adapt recovery strategies in response to findings
Changes in market conditions
Collection
Governance
Legislations
Software ie: Excel
Desired experience for counsellor includes:
Assist in developing investment proposals suitable to client’s requirements
As required accept client transaction orders, provide execution, confirmation and reporting of trades in accordance with Policy and desk Procedures
Be a strong team player working closely with all your direct colleagues other members of the Investments team and importantly providing back-up to other team members where necessary
Investment Counsellors
Transactional Desk
Head of Investment Counsellors
Counsellor Examples
1
Counsellor Job Description
Job Description Example
Our company is hiring for a counsellor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for counsellor
- Portfolio Managers (Discretionary)
- S&RM extensive teams
- Investments Control Group, Compliance, Credit, Legal, Operations and other business support groups
- Provides adequate counseling services to mission personnel
- Provides supervision, guidance and leadership to other members of counseling unit
- Performs individual assessments in the case of individual staff members experiencing difficulty coping and/or presenting mental health-related symptoms or syndromes
- Advises as necessary, on individual and /or group cases where an identified problem is likely to have professional, vocational and/or counseling effect
- Advises Chiefs of Sections and Heads of other mission component, as necessary, or upon request, with the aim at improving the working atmosphere in their Sections and resolving problems of a work-related or personal nature that adversely affect job performance and productivity
- Performs psychological first aid
- Ensures, in compliance with the work plan of the Medical Section, a continuum of services (referral, short-term supportive intervention) to those staff members suffering from serious or chronic diseases or illnesses or drug and alcohol use
Qualifications for counsellor
- Experience of sales management skills
- Developed relationship-building skills sufficient to build relationships with clients and internal partners in order to solidify existing relationships and/or develop new business
- Ensure the compliance to client and company policy adhere to strict deadlines/service levels
- Candidate should possess at least a Degree in Counseling/ Social Science/ Psychology/ Marketing/ Business or any other related discipline
- Preferably candidates with at least 1 year of working experience in an EDUCATIONAL INSTITUTION with involvement in counselling, or have gained sales or customer service experience from other industries
- Candidate must be able to speak, read and write in CHINESE & ENGLISH
2
Counsellor Job Description
Job Description Example
Our company is hiring for a counsellor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for counsellor
- Provides training sessions on stress and crisis management, conflict resolution and cultural sensitivity as needed
- Monitors environmental factors that could lead to stress, with particular focus on stress related to critical incidents including emergency and crisis situations, with respect to civilian staff members of the mission
- Develops, organizes and implements a resilience building program for all staff
- Liaises with National Mental health professionals and other Psych-medical resources
- Responsible for the management of UNAMA Staff Counselling
- Liaises with UNDSS COunselling as needed
- Is responsible, on behalf of UNAMA, to coordinate the counselling critical incident response per the Psychosocial Response Plan (Country Security Plan)
- The post holder will provide quality advisory and discretionary investment management solutions and services to High and Ultra High Net Worth clients of Wealth Management International (WMI) with appropriate coverage by specific client segment
- Promote and communicate internally the strengths and capabilities of WMI Investment Services across all product capabilities with focus on discretionary portfolio management or advisory mandates through satellite ideas from relevant product specialist areas (structured products, hedge funds, ) as appropriate
- Align and partner with S&RM and with specified target segments to assist in business development and strategic planning in partnership with those RMs
Qualifications for counsellor
- Candidate with relevant experience are encouraged to apply and fresh graduates who enjoy meeting people will be considered as well
- The jobholder is required to work with autonomy, in a proactive manner
- Responsible for administrative support to Investment Counsellors (ICs)
- Organise business trips, liaising with support functions, preparing materials for trips/ including assembling of documents
- Develop and provide investment solutions suitable and appropriate for client’s requirements and risk appetite that meet or exceed their expectations
- Monitor portfolios for performance and advice in line with long term SAA view and shorter term TAA views as appropriate
3
Counsellor Job Description
Job Description Example
Our company is looking to fill the role of counsellor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for counsellor
- Source relevant approved offerings, information and idea creation from product specialist groups within WMI including Structured Products, Fixed Income, Foreign Exchange and Fund Solutions as appropriate
- Be a strong team player supporting fellow ICs, working closely with all support staff other members of the Investments team
- Provides adequate counseling services within the mission area
- Provides supervision, guidance and leadership to other members of the counseling team
- Advises the chief human resources officer and other staff of the human resources section, as necessary, on individual and /or group cases where an identified problem is likely to have professional, vocational and/or counseling effect
- Advises section chiefs, as necessary, or upon request, with the aim at improving the working atmosphere in their Sections and resolving problems of a work-related or personal nature that adversely affect job performance and productivity
- Assures in conjunction with the Medical Services, a continuum of services (referral, short-term supportive intervention) to those staff members suffering from serious or chronic diseases or illnesses or drug and alcohol use
- Provide professional support and guidance to staff and students
- Investigate and analyse specific issues as they arise using several computer based systems
- Ensure that the provision of the Counselling, Health & Wellbeing Service is delivered to the institution, proactively changing the delivery according to Welsh legislation and customer requirements
Qualifications for counsellor
- Must be eligible to be registered for ICPM licensing
- Minimum 2 years of relevant experience in Reservation & Ticketing preferably in Travel industry
- Develop and deliver training for students within both the Counselling, Health & Wellbeing service or produce workshop/group work teaching materials
- Be involved in specific working groups from colleagues across the University on an occasional basis to achieve departmental objectives as required
- Provide face to face, webcam and/or telephone psychological and Wellbeing therapy, offering flexible availability, which includes evening work
- Recognise when an individual should be referred elsewhere for alternate professional he working within the BACP ethical framework
4
Counsellor Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of counsellor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for counsellor
- Abide by University policies on Health and Safety and Equality and Diversity including an understanding of how the work environment could impact on their own work and that of their colleagues
- Apply a breadth of experience, working knowledge and proficiency in Counselling and Wellbeing skills, demonstrate continuous specialist development, undertaking internal and/or external CPD activities
- Meet with approximately 100-150 clients on a regular basis (ranging from quarterly to annually) to review the economy, market conditions, and portfolio performance
- Build and strengthen relationships with advisors to ensure their satisfaction with the investment solution in our Private Client program
- Work collaboratively with peers who manage the Wealth Planning aspects of the client relationship - client financial analysis, risk management, tax, and wealth transfer
- It is mandatory to be able to be registered upon hire with the OSC as a portfolio manager/advising rep with discretionary authority
- CFA Charter or progress towards the CFA Charter preferred
- CFP designation is an asset
- Minimum of 7 to 10 years of industry experience, including experience in a client facing role
- Ability to interact effectively with various types of people (advisors, assistants, clients)
Qualifications for counsellor
- Degree holder in Finance, Business or related discipline
- Ability to understand and interpret investment solutions, the markets, the economy and communicate to various audiences
- Must be able to travel - there is the possibility of up to 50% travel
- Functional and industry experience in Sabre GDS
- Knowledge of following applications will be preferred – Bridger, AESP, PSP
- Be able to communicate and ask probing questions to understand issue and path for solution
5
Counsellor Job Description
Job Description Example
Our growing company is looking to fill the role of counsellor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for counsellor
- Provide support to the IC in managing and monitoring clients’ portfolios
- Gather information on economic, finance or investment matter for use by ICs
- Compile recommendation list from the various product team to address client needs
- Prepare proposals that suit clients’ target strategic asset allocation and reflect his or her investment objective and risk profile\
- Liaise and coordinate marketing efforts with IC and product desk
- Coordinate meeting and training schedules for the ICs
- Participate in other duties and projects assigned
- Work collaboratively with peers who manage the Wealth Planning aspects of the client relationship - client financial analysis, risk management, income management, tax, and wealth transfer
- Same day travel within Atlantic Canada with the occasional overnight
- It is mandatory to be able to be registered upon hire with the NSSC & NBSC as a portfolio manager/advising rep with discretionary authority
Qualifications for counsellor
- Understanding of compliance and Travel and Lifestyle Services processes/customer service would be preferred
- Bachelor Degree with at least 3 years experience in a banking service role
- Relevant portfolio management / market analysis experience necessary for the registration of the candidate with the regulators as an advising representative
- To act as primary contact for all groups reservations for EMEA, handling incoming service requests for travellers via the telephone and online booking tool from our European serviced markets
- Fluent in English along with any of the following European Languages – Spanish/French/Italian or German
- Diploma / Degree in travel & tourism would be added advantage/IATA Course