FINANCIAL AND INVESTMENT ADVISER

Key Responsibilities

1. Client Consultation

. Meet with clients to understand their financial goals, investment objectives, and risk tolerance.

. Provide personalised financial and investment advice.

2. Investment Planning

. Develop tailored investment strategies and financial plans for clients.

. Recommend suitable investment products such as stocks, bonds, mutual funds, insurance, and retirement plans.

3. Portfolio Management

. Monitor and review clients investment portfolios regularly.

. Adjust investment strategies according to market conditions and client needs.

4. Market Research

. Stay updated on financial markets, economic trends, and investment opportunities.

. Analyze financial data and market developments to provide informed recommendations.

5. Compliance and Regulation

. Ensure all financial advice and transactions comply with relevant regulations and guidelines from authorities such as the Monetary Authority of Singapore.

6. Client Relationship Management

. Maintain strong relationships with clients through regular updates and financial reviews.

. Provide ongoing support and advice regarding financial planning and investment decisions.

7. Documentation and Reporting

. Maintain accurate client records and documentation.

. Prepare financial reports and performance reviews for clients.

Requirements

. Bachelor's degree in Finance, Business, Economics, or related field.

. Relevant financial advisory certifications or licenses (if required).

. Strong understanding of financial markets and investment products.

. Excellent communication and interpersonal skills.

. Ability to analyze financial information and provide strategic recommendations.