Overview
Stop prospecting! Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Fisher Investments Singapore (FIS) has developed a specialized approach focused on our high-net-worth clients. With a firm structure that practices separation of sales and client service, you don&apost have to wear the 'many hats' of a typical financial professional. Now is your opportunity to use your finance experience to better the investment universe with a globally diverse privately held investment firm.
The Opportunity:
As an Investment Counsellor, you are the voice of FIS. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you&aposll appreciate knowing our compensation structure aligns with our clients&apos best interests without relying on commissions. Through our unique training program, FIS offers an elevated finance and capital markets education to understand our firm&aposs unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
- Be the heart of our FIS , build trusting relationships with our clients
- Educate clients on our top-down portfolio strategy, their investments and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we&aposre on the right track toward their long term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients
Your Qualifications:
- 5+ years of experience creating and building new client relationships and instilling trust within the investment industry.
- Knowledge of the Singapore asset management industry, regulations and procedures
- University degree, suitable graduate diplomas or equivalent combination of experience
- Yield a thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments Singapore:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture and our learning and development framework customized for every employee.
It&aposs the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid premiums for top-tier supplemental medical, dental, and vision for employees and their qualified dependents
- Employer-paid therapy, coaching, and other EAP services including well-being support
- Family Support programs including $10,000* fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
- Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS SINGAPORE IS AN EQUAL OPPORTUNITY EMPLOYER
