Dynamic Investment Consultant

1 week ago


Singapore beBeeWealth Full time $40,000 - $80,000

Job Opportunity:

As a dynamic and results-driven Investment Consultant, you will be responsible for providing tailored investment solutions to help clients grow and protect their wealth.

  • Analyze client portfolios and understand their financial goals and risk appetite
  • Recommend suitable products and strategies in line with market trends and regulatory guidelines

Key Responsibilities:

  • Build and manage a portfolio of clients, both individual and corporate
  • Assess clients' financial needs, goals, and risk tolerance through consultations and fact-finding
  • Develop and recommend customised investment strategies and product solutions
  • Monitor clients' portfolios and provide regular updates and rebalancing advice
  • Stay updated on market movements, economic trends, and new investment products

Requirements:

  • Diploma or Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline
  • Some experience in investment advisory, wealth management, or private banking
  • Solid knowledge of investment products and financial markets
  • Strong interpersonal and communication skills

Career Benefits:

  • All training provided
  • Competitive base salary plus commission or performance-based incentives
  • Access to comprehensive training and professional development programmes
  • Opportunities to progress into senior consultant, portfolio manager, or relationship manager roles

Wealth Management Skills:

  • Investment Advisory
  • Investment Strategies
  • Due Diligence
  • Tolerance
  • Investments
  • Financial Modelling


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