Investment Consultant

Roles & ResponsibilitiesKey Responsibilities:1. Provide insightful research reports on companies in the field of artificial intelligence.2. Collect market data and establish financial valuation models for investment targets.3. Monitor portfolio performance, rebalancing as needed to meet objectives.4. Execute and maintain new investments.5. Support business...

Job title: Investment Consultant Company: UBS Job description: Business Divisions Global Wealth Management Your role: Do you have the ability to provide holistic investment advice in a portfolio context? Do you have expertise across a range of asset classes and markets? Do you want to maximize the benefits of a global franchise for the good of clients? Do...

Citi is a leading global financial services company that provides a wide range of financial products and services to individual and institutional clients. We are currently seeking a Senior Investment Consultant to join our team.The estimated salary for this position is between $120,000 and $200,000 per year, depending on experience and qualifications.About...

Fee Consulting Analyst Senior - Full Time (5 Months) Demonstrates knowledge in assigned area and is an experienced contributor. As part of the Global Fee Consulting team, is responsible for all aspects of investment management fees, pricing, and provides fee consulting expertise globally to all areas of the business. With the team, is responsible for fee...

Roles & ResponsibilitiesFee Consulting Analyst Senior - Full Time (5 Months)Demonstrates knowledge in assigned area and is an experienced contributor. As part of the Global Fee Consulting team, is responsible for all aspects of investment management fees, pricing, and provides fee consulting expertise globally to all areas of the business. With the team, is...

Roles & ResponsibilitiesFee Consulting Analyst Senior - Full Time (5 Months)Demonstrates knowledge in assigned area and is an experienced contributor. As part of the Global Fee Consulting team, is responsible for all aspects of investment management fees, pricing, and provides fee consulting expertise globally to all areas of the business. With the team, is...

Job OverviewLighthouse Canton PTE. LTD. is a leading investment consultancy firm seeking an experienced Investment Consultant to join our team as a Strategic Financial Advisor.

Job Description Business Development and Marketing Primary responsibility will be to provide expert investment advice and guidance to clients. Solicit new customers and increase product penetration in existing base, working collectively with relationship managers to expand the client base. Participate and support consumer sales marketing activities for...

About the Role:At GUOWEI INVESTMENT HOLDINGS PTE. LTD., we are seeking a skilled Senior Artificial Intelligence Investment Specialist to join our team.The successful candidate will have a strong background in finance, science, or engineering and more than 2 years of related working experience.Key responsibilities include providing insightful research reports...

Senior Financial Consultant Professional Investment Advisory Services Pte Ltd, Singapore Job Details: Posted 1 day agoHybrid JobPermanentS$5k - S$8k Seeking dynamic individuals for the role of Financial Consultant. Whether considering a mid-career switch or pursuing an exciting career in sales, this opportunity welcomes existing Financial Advisors,...

Job OverviewWe are seeking an exceptional Private Banker Sr. Lead to join our team at CITICORP INVESTMENT BANK (SINGAPORE) LIMITED. This is a highly strategic role that requires a seasoned professional with extensive experience in Private Banking, particularly in the Ultra High Net Worth (UHNW) market.Key Responsibilities:Clients Acquisition and Relationship...

Roles & ResponsibilitiesResponsibilities Provide expert investment advice and tailored solutions to clients to achieve their financial goals. Identify new business opportunities and grow the client base through strategic outreach and collaboration with relationship managers. Cross-sell investment and insurance products to existing clients to enhance their...

AIA Investment Management Private Limited seeks a Transformation Leader, Investment Portfolio Management to drive the planning and delivery of key changes to our investment portfolios.As a senior leader in our team, you will provide ground leadership and direction to ensure the business unit meets its targets. You will be responsible for overall coordination...

Company OverviewWe are Nuvama Investment Advisors Private Limited, a leading provider of wealth management services. Our team is dedicated to delivering exceptional client experiences and creating long-term value for our clients.Job SummaryWe are seeking an experienced Wealth Management Consultant to join our UHNI (Ultra High Net Worth Individual) Client...

Principles for Responsible InvestmentDirector, Asia Pacific Responsible Investment Ecosystems - SingaporeEmployment Type - Full timeLocation· Singapore (We do not support Visa Sponsorship, you must be a Singapore Citizen)Salary - $210,000 - $248,000 SGDClosing: 8:00pm, 5th Jan 2025 +08About the PRIThe PRI is the world’s leading proponent of responsible...

Roles & ResponsibilitiesJob Overview:CAN-I INTERNATIONAL INVESTMENT MANAGEMENT PTE. LTD. is seeking a motivated and knowledgeable Education Consultant to join our team. This role is critical in providing guidance and support to clients who wish to pursue higher education abroad. The Education Consultant will work closely with clients to assess their...

Roles & ResponsibilitiesJob Overview:CAN-I INTERNATIONAL INVESTMENT MANAGEMENT PTE. LTD. is seeking a motivated and knowledgeable Education Consultant to join our team. This role is critical in providing guidance and support to clients who wish to pursue higher education abroad. The Education Consultant will work closely with clients to assess their...

Professional Investment Advisory Services Pte Ltd is a dynamic and award-winning financial advisory firm in Singapore, offering a diversified suite of financial services and solutions with a personalized approach.About the RoleWe are seeking an experienced Senior Financial Services Manager to join our team as the Director of Investment Advisory. In this...

Roles & ResponsibilitiesJob PurposeThe Vice President/Director of Investment Consultant offers investment advice to clients, providing specific financial strategies and goals based on an individual's needs and preferences. They must also monitor investments and provide ongoing performance reports for investors.Individual Contributor or People...

Roles & ResponsibilitiesJob PurposeThe Vice President/Director of Investment Consultant offers investment advice to clients, providing specific financial strategies and goals based on an individual's needs and preferences. They must also monitor investments and provide ongoing performance reports for investors.Individual Contributor or People...