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Investment Advisory Specialist

1 week ago

Singapore Advisors' Clique Full time

Job Description

We are seeking a highly skilled Financial Advisor to join our team at Advisors' Clique. In this role, you will be responsible for reviewing client portfolios, developing financial plans, and cultivating strong relationships with clients.

Main Responsibilities:

  • Review Client Portfolios: Conduct thorough reviews of client portfolios to ensure optimal investment strategies.
  • Develop Financial Plans: Create customized financial plans that cater to the diverse needs of clients.
  • Client Relationship Building: Foster strong relationships with clients through expert guidance, responsive communication, and proactive problem-solving.

Benefits Package:

  • Flexible Work Arrangement: Work from the comfort of your own home or office within Singapore.
  • Earning Potential: Your earning potential is directly tied to your performance.
  • Performance-Based Bonuses: Receive competitive bonuses based on individual and team achievements.

Eligibility Requirements:

  • Singaporean or Permanent Resident Status: Meet the eligibility requirements for this role.
  • Age Requirement: Aged 21 or above.