Investment Advisor

Role Description

This is a full-time on-site role for an Investment Advisor located in Singapore. The Investment Advisor will be responsible for providing financial planning advice, developing and implementing investment strategies, managing client portfolios and offering guidance to meet the financial goals of clients. Building strong customer relationships and delivering excellent customer service are key aspects of the role. The Investment Advisor will also monitor market trends and analyze financial data to provide informed recommendations to clients.

Qualifications

• Collaborate with senior advisors on real client engagements and portfolio strategies
• Assist in financial planning, portfolio construction and investment research
• Participate in client meetings and contribute to wealth strategy discussions
• Develop strong relationship management and business development capabilities
• Build expertise in retirement planning, wealth accumulation and legacy planning strategies
• Receive structured mentorship, performance feedback and support for industry certifications and examinations