Investment Advisor

Job Title: Investment Advisor

Job Type: Full-time

Location: Telok Ayer, Singapore

Job Responsibilities:

• Assist investment professionals in building and maintaining strong client relationships

while providing financial advice to enhance cash flow.

• Manage client assets effectively to maximize investment potential.

• Collaborate with clients to develop sustainable investment portfolios and implement

innovative lead generation campaigns.

• Conduct regular client meetings to assess any recent life changes impacting their

financial plans.

• Research and recommend investment products that align with clients goals and risk

profiles.

Requirements:

• Singaporean/PRs

• Diploma Holder or Bachelor's Degree education level

• Interpersonal Skills: Excellent interpersonal skills to engage and build trust with clients

• Required to complete CMFAS papers and certification

Remuneration

Attractive Basic + Commission

Benefits:

• Flexible schedule

• Professional development

Schedule:

• Monday to Friday