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Investment Fund Manager
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Investment Fund Manager
archel advisory pte. ltd.- Posted 12 days ago
- Be among the first 10 applicants
Job Description
About the Role
Your role is to help clients understand their objectives, evaluate suitable solutions, and translate them into practical strategies.
This is a client-facing investment role for individuals who enjoy learning about fund managements, comparing different approaches, and helping people make informed financial decisions.
What You'll Do
- Understand clients investment goals, time horizons and risk preferences
- Evaluate and compare investment solutions across different providers.
- Review existing portfolios for concentration, duplication, diversification and alignment gaps.
- Develop investment strategies by combining suitable solutions rather than recommending products in isolation.
- Explain investment recommendations and risks in clear, practical terms.
- Support clients through market changes and conduct regular investment reviews.
- Stay informed on market developments, investment themes and available solutions.
Who We're Looking For
- Minimum Local Diploma or Degree (all disciplines welcome)
- Strong interest in investment, markets and wealth management
- Self-driven, curious and eager to learn
- Comfortable working directly with clients
No prior financial advisory experience is required. Fresh graduates and career switches are welcome.
Benefits:
- Flexible schedule
- Professional Development
- Work from home
More Info
Key Skills
Enthusiasm to learn
Degree in psychology
Data De-Duplication
Risk perception
Client Investment Suitability
