Investment Consultant

6 days ago

Singapore Fubon Bank Full time

Responsibilities Conduct thorough financial analyses to assess clients' investment needs and goals. Develop personalized investment strategies based on clients' risk tolerance, financial situation, and objectives. Stay abreast of market trends, economic indicators, and investment opportunities to provide informed recommendations. Execute trades and manage investment portfolios in alignment with clients' objectives and market conditions. Provide ongoing portfolio reviews and performance reports to clients, ensuring transparency and effective communication. Cultivate and maintain strong client relationships through regular meetings, communication, and understanding of their evolving financial circumstances. Collaborate with internal teams to stay updated on financial products, regulatory changes, and industry best practices. Keep accurate records of client interactions and transactions while adhering to compliance and regulatory standards. Actively participate in team meetings, training sessions, and contribute to the overall success of the Singapore branch. Requirements Bachelor's degree in Finance, Economics, or related field. Advanced degrees and certifications (e.g., CFA, CFP) are a plus. Proven experience as an Investment Consultant or similar role in the financial industry. In-depth knowledge of financial markets, investment products, and portfolio management. Strong analytical and problem-solving skills with attention to detail. Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients. Familiarity with regulatory requirements and compliance standards in Singapore. Proficient in relevant software and tools for financial analysis and portfolio management. Requires a minimum of 10 years of experience in the wealth management industry. Good communication and organization skills, with the ability to interact with senior stakeholders in Taiwan Head Office. Must have passed both CACS Paper 1 & Paper 2 examinations. #J-18808-Ljbffr

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