Investment Advisor

2 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 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

  • Investment Advisor

    3 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

    3 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

    3 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...

  • Summer Programme

    3 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

    3 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

    2 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 WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesWe 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...

  • Investment VP

    5 days 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

    6 days 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

    5 days 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...

  • Client Advisor

    2 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

    2 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 Haitong International Securities (singapore) Pte. Ltd. Full time

    Job duties:Work closely with the Client Advisors to assist in handling client relationships as well as executing of investment ordersAssist the Client Advisors in promoting Haitong's PWM investment products, tailored solutions and services to high net-worth clientsAssist in preparing client documentation, reports and presentations deckManage appointment...


  • 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 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 HAITONG INTERNATIONAL SECURITIES (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesJob duties: Work closely with the Client Advisors to assist in handling client relationships as well as executing of investment orders Assist the Client Advisors in promoting Haitong’s PWM investment products, tailored solutions and services to high net-worth clients Assist in preparing client documentation, reports and...

  • Investment Advisor

    3 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 PackageFlexible Working ArrangementsNo working experience requiredComprehensive on-job training is providedCentral office location (2mins from MRT station)Responsibilities:Analyze client's financial...


  • Singapore Selby Jennings Full time

    Key Responsibilities: Source and evaluate potential investment opportunities in early-stage startups, leveraging your network and market insights. Conduct thorough due diligence on prospective companies, including financial analysis, market research, and competitive analysis. Assist in structuring and negotiating investment terms, working closely with the...


  • Singapore Liannex Corporation (s) Pte Ltd Full time

    Job Responsibilities:Conduct in-depth financial analysis and market research to identify investment opportunities and risks.Formulate comprehensive investment strategies based on clients' financial objectives and market conditions.Construct and manage investment portfolios, ensuring alignment with clients' investment objectives and risk profiles.Monitor...