Investment Advisor

3 weeks ago


Singapore IFAST FINANCIAL PTE. LTD. Full time
Roles & Responsibilities

Responsibilities:

Many people avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers on iGM share a common goal – to provide transparent, ethical and suitable advice to benefit their clients. With us, you will be empowered with FinTech to provide personalised wealth management solutions and develop a personal wealth management hub.

We are looking for someone:

  • To provide personalised wealth management solutions to clients and help them grow their assets
  • To recommend a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance) to fulfil clients’ needs
  • To actively source for new clients on your own initiative
  • To service clients acquired by the company’s lead generation capabilities
  • Keep abreast of customer needs and investment market trends
  • Deliver effective and efficient support to clients, within and beyond office hours
Requirements:
  • Excellent interpersonal and communication skills, both verbal and written
  • Client-oriented, pleasant, meticulous and obliging disposition
  • Strong interest in investment products. Candidates with the relevant experience will have an added advantage.
  • Holds either one of the following qualifications:
  • A full certificate in GCE ‘A’ Level;
  • An International Baccalaureate Diploma qualification;
  • A diploma awarded by a polytechnic in Singapore; or
  • Any other academic qualification equivalent to the qualifications above
  • Certificates or exemptions from the following CMFAS/IBF modules will be advantageous: M1A, M5, M6, M6A, M8, M8A, M9, M9A
  • Candidates without working experience are encouraged to apply
  • Solely on an attractive commission base scheme structure

Tell employers what skills you have

Wealth Management
Investment Advisory
Asset Management
Generate leads
Financial Planning
Investments
Financial Markets
Inventory Management
Product Unit
Portfolio Management
Banking
Initiative
Equities
Capability

  • Singapore Perennial HR Full time

    Our client is a prestige European Private Bank based in Singapore. As part of its strategic expansion, our client is seeking a Senior Investment Advisor to join their dynamic team. This is an exciting opportunity to be part of a forward-thinking organization that is continuously enhancing its private banking services and investing in its growth. About The...


  • Singapore RHB Singapore Full time

    Company OverviewRHB Singapore is a leading financial institution in the region, committed to providing exceptional investment advisory services to its clients.We are seeking a highly skilled and experienced Strategic Investment Advisor to join our team of experts.


  • Singapore Drawbridge Financial (drfin) Full time

    Key ResponsibilitiesAs a Financial Advisor at Drawbridge Financial, you will be responsible for delivering high-quality financial planning, retirement planning, and investment advice. This full-time hybrid role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal abilities.


  • Singapore IPP Financial Advisers Full time

    About Our Firm:IPP Financial Advisers Pte Ltd is a respected financial services firm with a strong presence in Singapore and the region. With over 40 years of experience, we have built a reputation for delivering expert advice and high-quality service to our clients.Our team of professionals works together to provide comprehensive financial solutions,...


  • Singapore Selby Jennings Full time

    Role DescriptionWe are looking for a Strategic Investment Advisor to join our team. As an investment associate, you will be responsible for conducting research on emerging deep-tech trends and sectors.ResponsibilitiesResearch and analyze emerging deep-tech trends and sectors to identify new investment opportunities.Evaluate technical and financial aspects of...


  • Singapore MFS Investment Management Full time

    Company OverviewMFS Investment Management is a dynamic and forward-thinking organization that values innovation, collaboration, and excellence. Our mission is to provide top-notch investment solutions to our clients while fostering a culture of inclusivity, respect, and continuous learning.Job DescriptionThe RoleWe are seeking an exceptional Senior Legal...


  • Singapore Crédit Agricole Group Full time

    Reporting to the Head of Investment Solutions Singapore, he/she is responsible to provide investment advisory to the clients and relationship managers (RMs) of Greater China/North Asia team. KEY RESPONSIBILITIES Provides pro-active investment advice on multi-asset-class portfolios directly to Ultra High Net Worth Private Clients / Family Offices / RMs...

  • Investment Advisor

    2 days ago


    Singapore WMRC Private Ltd Full time

    You will deliver optimized investment performance and profitably grow assets under management for high net worth clients in the region. You will keep up to date with the financial markets, the Bank’s views, research and product offerings across the whole firm, and will be familiar with all asset classes, including Equity, Bonds, Structured Product,...


  • Singapore Crédit Agricole Group Full time

    Job Title: Investment AdvisorWe are seeking an experienced Investment Advisor to join our team in Singapore.Job Summary:As an Investment Advisor, you will be responsible for providing expert investment advisory services to clients and relationship managers across Greater China/North Asia.Key Responsibilities:Deliver high-quality investment advisory services...

  • Portfolio Advisor

    2 days ago


    Singapore Indosuez Wealth Management Full time

    About the Role:We are seeking a skilled Portfolio Advisor to join our team at Indosuez Wealth Management. As a Portfolio Advisor, you will be responsible for providing investment advisory to clients and relationship managers across South East Asia/North Asia teams. Your key responsibilities include:Developing and implementing investment strategies for Ultra...


  • Singapore Click and Connect Online Limited Full time

    **Job Description**The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with industry-leading qualifications such as CFP, CFA, or other relevant certifications.


  • Singapore Jpmorgan Chase Bank, N.a. Full time

    Job DescriptionAs an Advisor in the Global Private Bank, you will work with our team of advisors and specialists to bring in new clients and serve existing ones. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry-leading investments, credit, banking, and Trust & Estates...


  • Singapore The Bank of East Asia, Limited Full time

    About the Role:At The Bank of East Asia, Limited, we are seeking a seasoned professional to fill the position of Senior Client Advisor. This role requires an individual with a strong background in investment management, asset management, and banking, as well as excellent marketing skills.Key Responsibilities:Establish and maintain key client relationships,...


  • Singapore AIA INVESTMENT MANAGEMENT PRIVATE LIMITED Full time

    Roles & ResponsibilitiesJoin us as Senior Manager, Propositions at AIA Investment Management! We are seeking for a Senior Manager, Propositions to work closely with Local Business Units (LBUs) to provide strategic direction to drive the development, management, and promotion of a customer-centric, innovative and synergetic investments led propositions that...


  • Singapore AIA INVESTMENT MANAGEMENT PRIVATE LIMITED Full time

    Roles & ResponsibilitiesJoin us as Senior Manager, Propositions at AIA Investment Management! We are seeking for a Senior Manager, Propositions to work closely with Local Business Units (LBUs) to provide strategic direction to drive the development, management, and promotion of a customer-centric, innovative and synergetic investments led propositions that...


  • Singapore Kerry Consulting Pte Ltd Full time

    A Boutique Private Bank is looking to hire an experienced Investment Advisor. A new headcount, this individual will work closely with the Relationship Managers in growing the AUM. Responsibilities: Reporting to the Head of Investment Advisory, this role involves investment management and client relationship engagement. You will provide high quality...

  • Financial Advisor

    3 days ago


    Singapore Drawbridge Financial (drfin) Full time

    Company Description Drawbridge Financial (drfin) is a leading financial consulting group representing Great Eastern Life, specializing in financial planning, risk-planning, and corporate benefits. Our team offers personalized financial services such as investment advisory, wealth management, and financial planning for individuals. For businesses, we provide...

  • Investment Advisor

    3 days ago


    Singapore Standard Chartered Life and Careers Full time

    Area of interest: Private Banking & Wealth Management Deliver investment advice that meets client’s financial objectives and needs profile Key Responsibilities Partner with the Priority Banking Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client’s financial objectives and needs profile Utilise...


  • Singapore Bank of Singapore Full time

    Opportunity OverviewThis is an exceptional opportunity to join Bank of Singapore as an Investment Advisor. We are constantly seeking exceptional individuals who can thrive in a fast-paced environment and remain empathetic, passionate, and resilient.Role OverviewThe Investment Advisor will be responsible for formulating investment strategies and working...


  • Singapore Quona Capital Full time

    Key ResponsibilitiesWe are looking for a highly motivated individual to join our team as an Investment Associate.As an Investment Associate, you will work closely with our investing team to build investment thesis frameworks, conduct market research, and support end-to-end deal process.You will also analyze portfolio performance and support operational...