Investment Advisor

4 weeks ago


Singapore Wealth Asia Llp Full time

We are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.

Why Join Us:

  • Attractive Renumeration + Incentives Package
  • Flexible Working Arrangements
  • No working experience required
  • Comprehensive on-job training is provided
  • Central office location (2mins from MRT station)

Responsibilities:

  • Analyze client's financial circumstances, provide advice and solutions based on their needs and objectives.
  • Collaborate with partners to provide comprehensive client services eg. wealth and investments planning, insurance, mortgage and estate planning, wills and trusts, and so forth.
  • Develop and execute strategic sales plans to achieve sales targets and expand our customer base.
  • Follow up with clients constantly to re-evaluate their current condition and future objectives.
  • Maintaining relationships with existing clients and key accounts
  • Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
  • Prepare and conduct sales presentations and proposals to prospective clients.
  • Successfully negotiate contracts and agreements with clients.

What you need to have:

  • Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
  • Singaporean or PR
  • Business acumen & strong negotiation skills
  • People management skills with excellent initiatives
  • Team player, proactive and collaborative
  • Self-motivated personality and positive attitude
  • Strong communication and interpersonal skills
  • Mature and willingness to learn
  • No working experience required as comprehensive training will be provided. We welcome all experienced professionals, including those who are seeking a career switch with no experience at all

If you believe in yourself, we would love to meet you


  • Investment Advisor

    4 weeks ago


    Singapore Selby Jennings Full time

    The Investment Advisor will be responsible for providing comprehensive investment advice and financial planning services to clients, leveraging expertise in investment management, portfolio construction, and risk management.Key Responsibilities:Client Consultation and Financial Planning:Conduct in-depth consultations with clients to understand their...

  • Investment Advisor

    4 weeks ago


    Singapore Selby Jennings Full time

    The Investment Advisor will be responsible for providing comprehensive investment advice and financial planning services to clients, leveraging expertise in investment management, portfolio construction, and risk management.Key Responsibilities:Client Consultation and Financial Planning:Conduct in-depth consultations with clients to understand their...

  • Investment Advisor

    1 day ago


    Singapore BANK JULIUS BAER & CO. LTD. Full time

    Roles & ResponsibilitiesGENERAL DESCRIPTIONThe Investment Advisor is member of the Investment Advisory (SG) - ISC/NRI & PBI and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Head Investment Advisory Singapore. He/she shall ensure active risk management and meet all regulatory and internal compliance expectations...

  • Summer Programme

    4 weeks ago


    Singapore Advisor Alliance Group Full time

    Join Advisors Alliance Group's Summer Program 2024Are you:Undergraduate who has already committed to other internships but available for the last few weeks of summer breakNSF going to ORD soonPre-matriculation studentWe have an exciting opportunity tailored just for you Advisors Alliance Group is thrilled to announce our accelerated 2 weeks Summer Program...

  • Summer Programme

    4 weeks ago


    Singapore Advisor Alliance Group Full time

    Join Advisors Alliance Group's Summer Program 2024! Are you:Undergraduate who has already committed to other internships but available for the last few weeks of summer breakNSF going to ORD soonPre-matriculation student We have an exciting opportunity tailored just for you! Advisors Alliance Group is thrilled to announce our accelerated 2 weeks Summer...

  • Investment Advisor

    3 weeks ago


    Singapore IFAST FINANCIAL PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities: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...

  • Investment Advisor

    3 weeks ago


    Singapore Ifast Financial Pte. Ltd. Full time

    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...

  • Investment VP

    2 weeks ago


    Singapore Selby Jennings Full time

    Presently, I am working with a Regional Venture Capital firm who is seeking an Investment VP to join their growing team here in Singapore. This is a new role, a part of their expansion in the Singapore team. Key job scope will include: Spearhead the identification and evaluation of potential investment opportunities venture capital tech space Develop and...

  • Investment VP

    2 weeks ago


    Singapore Selby Jennings Full time

    Presently, I am working with a Regional Venture Capital firm who is seeking an Investment VP to join their growing team here in Singapore. This is a new role, a part of their expansion in the Singapore team.Key job scope will include:Spearhead the identification and evaluation of potential investment opportunities venture capital tech spaceDevelop and...

  • Analyst, Investment

    2 days ago


    Singapore KEPPEL CAPITAL INTERNATIONAL PTE. LTD. Full time

    Roles & Responsibilities Supports the deal lead and teams in identifying and evaluating potential investment opportunities, including investment analysis, market research, structuring and executing the acquisition of assets across Asia Pacific Conduct financial modelling to assess and support the investment; Present investment analysis to key stakeholders ...


  • Singapore IFAST FINANCIAL PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities 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...

  • Client Advisor

    3 weeks ago


    Singapore Nech Capital Pte. Ltd. Full time

    As a Client Advisor specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management team. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managing the client portfolios based on their respective investment objectives. This role is expected to be like...


  • Singapore The Edge Partnership Full time

      Main responsibilities: Well skilled in the implementation and oversight of investment portfolios, as well as in providing advice and guidance on markets and actionable investment ideas Team oriented and collaborative, able to leverage a wide array of internal partners to achieve positive client outcomes Pitch alongside with Relationship Managers for...

  • Client Advisor

    3 weeks ago


    Singapore NECH CAPITAL PTE. LTD. Full time

    Roles & ResponsibilitiesAs a Client Advisor specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management team. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managing the client portfolios based on their respective investment objectives. This role...


  • Singapore Keppel Full time

    JOB DESCRIPTIONSupports the deal lead and teams in identifying and evaluating potential investment opportunities, including investment analysis, market research, structuring and executing the acquisition of assetsacross Asia PacificConduct financial modelling to assess and support the investment Present investment analysis to key stakeholdersConduct and...


  • Singapore Ifast Financial Pte. Ltd. Full time

    ResponsibilitiesProvide investment products and investment advice to the affluent public, primarily the Chinese clientsEstablish or refine internal processes related to the company's systems or services, or any value-added servicesKPI assessment will be based on sale performance.RequirementsBachelor Degree or above from internationally recognised...


  • Singapore Options Group Full time

    Requirements: 1.            Extensive experience A seasoned professional with more than 10 years of experience in the dynamic financial industry, primarily honed within international private banks. 2.            Investment expertise Proven track record in multi-asset investment counselling, leveraging robust analytical skills, deep...


  • Singapore MAKERS INVESTMENT ADVISOR II SG PTE. LTD. Full time

    Roles & ResponsibilitiesThe Senior Fund Accountant will be working closely with our operation teams and reporting directly to the Senior Finance Director.Key Responsibilities:- Prepare timely and accurate NAV reports, management accounts and other fund accounting reports.- Record accurately the accounting journal entries for both the Fund and Investment...


  • Singapore Makers Investment Advisor Ii Sg Pte. Ltd. Full time

    The Senior Fund Accountant will be working closely with our operation teams and reporting directly to the Senior Finance Director.Key Responsibilities:- Prepare timely and accurate NAV reports, management accounts and other fund accounting reports.- Record accurately the accounting journal entries for both the Fund and Investment Management Companies in...


  • Singapore Verdant Asset Management Pte. Ltd. Full time

    Job Description:1.Investment Analysis and Research:. Lead analysis of investment opportunities across various asset classes including equities, fixed income, real estate, and alternative investments.. Research and evaluate potential investments based on their risk-return profile, market trends, and financial performance.. Generate investment ideas and...