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iGM Investment Advisor

2 months ago

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

Responsibilities

  • Provide investment products and investment advice to the affluent public, primarily the Chinese clients;
  • Establish or refine internal processes related to the company's systems or services, or any value-added services;
  • KPI assessment will be based on sale performance.

Requirements

  • Bachelor Degree or above from internationally recognised universities, with a preference for graduates in finance-related majors;
  • Proficiency in Mandarin to serve Chinese clients;
  • Relevant work experience in wealth management, with a passion for the wealth management industry;
  • Sharp-minded, excellent communication skills, strong ability to solve problems and manage complex interaction effectively, and strong sales skills;
  • Show integrity and a strong sense of responsibility, able to learn fast and present high level of customer centricity mindset.

Tell employers what skills you have

Wealth Management
Excellent Communication Skills
Investment Advisory
Asset Management
Treasury
Due Diligence
Structured Products
Valuation
Investments
Venture Capital
Private Banking
Financial Markets
Investment Management
Financial Modelling
Capital

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