Investment Advisor

6 days ago


Singapur, Singapore JK RECRUITMENT AGENCY Full time
Investment Specialist Role

Key Responsibilities:
  • Develop tailored investment plans by understanding clients' financial objectives and crafting personalized solutions to meet their needs.
  • Manage client onboarding and deliver ongoing service in line with the company's policies and compliance standards.
  • Identify and engage potential clients across diverse wealth segments, leveraging strategic relationships to drive business growth.
  • Monitor and adjust clients' investment portfolios in response to market fluctuations, ensuring alignment with their financial goals.
  • Participate in regular training sessions hosted by investment fund houses to stay up-to-date on industry developments and best practices.
  • Stay informed on industry trends, market analysis, and current events to provide relevant insights and guidance to clients.

Required Skills:

  • Wealth Management
  • Training Management
  • Referrals
  • Return on Investment
  • Treasury
  • Crime Prevention
  • Interpersonal Skills
  • Wealth
  • Financial Markets
  • Investment Strategy
  • Compliance
  • Cross Selling
  • Bonds
  • Financial Services
  • Equities

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