Senior Investment Professional

2 days ago

Singapore beBeeFinancial Full time
Job Title: Financial Advisor

We are seeking a seasoned financial advisor to provide expert investment guidance and drive client-focused strategies.

Key Responsibilities:

  • Conduct thorough financial assessments to understand clients' unique investment goals, risk appetite, and financial circumstances.
  • Design and implement customised investment plans aligned with client objectives and evolving market conditions.
  • Execute portfolio trades and manage asset allocations proactively to optimise performance and risk management.
  • Nurture strong client relationships through regular engagement, ensuring their financial needs are consistently met.
  • Collaborate closely with internal teams to remain current on product offerings, regulatory developments, and industry best practices.

About You:

  • A finance professional with at least 8 years' experience in wealth management or investment consulting.
  • Holder of a bachelor's degree in Finance, Economics, or a related discipline; advanced qualifications and certifications such as CFA, CFP, or CACS are highly valued.
  • Deep understanding of financial markets, investment products, and portfolio management techniques.
  • Excellent communicator with proven ability to build rapport and engage senior stakeholders.

Reg No. R
BeathChapman Pte Ltd
Licence no. 16S8112

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