Junior Investment Advisor

5 days ago

Singapore Arcwell Associates Full time

As a Junior Investment Associate , you will be part of our front-office investment specialist team, supporting offshore high-net-worth (HNW) clients. Your responsibilities will include: Engaging and nurturing prospective clients to build meaningful customer relationships Performing Know-Your-Customer (KYC) checks and financial needs analysis Researching and preparing client deliverables to provide our clients with new investment ideas and customised investment advice that meet their objectives Regular monitoring and rebalancing of client's portfolios Providing clients with timely market updates Ensuring that all regulated activities are in compliance with regulatory requirements Requirements: Singaporean or Singaporean Permanent Resident (PR)Excellent communication skills and full professional fluency in English (Professional fluency in a second language such as Mandarin Chinese, Cantonese, Thai, Bahasa Indonesia, or Hindi will be advantageous)At minimum, be in possession of the following academic qualifications or their equivalents: Bachelor's/University degree Diploma from an accredited polytechnic in Singapore Be highly motivated and self-directed with effective time management skills Must be client-oriented, articulate and confident in engaging others Be interested and have some knowledge across a wide range of investment products (e.g. ETFs, REITs, Unit Trusts, Derivatives etc.)Must be able to convey financial concepts clearly and professionally, both in writing and in conversation Familiarity with FATCA will be considered an added advantage. Candidates who have passed their CMFAS papers and CACS Examinations will be prioritised We’re looking for individuals with a positive mindset, strong work ethic, and a genuine interest in building a rewarding career in customer-focused investment advisory to join our team. Candidates without working experience may apply, as training will be provided; but candidates with prior relevant experience can expect to receive remuneration that is commensurable with their qualifications and experience. #J-18808-Ljbffr

  • Investment and Risk Specialist

    1 day ago

    Singapore Advisor Alliance Group Full time

    Company Advisor Alliance Group Designation Investment and Risk Specialist Date Listed 04 Mar 2025 Job Type Entry Level / Junior Executive - Full/PermPart/TempIntern/TS Job Period Immediate Start, Permanent Profession Banking / Finance Industry Finance Location Name Raffles Place, UOB Plaza 1, Singapore Address 80 Raffles Pl, Singapore...

  • Investment Advisor

    5 days ago

    Singapore Balfour Capital Group Full time

    Join Balfour Capital Group as an Investment Advisor About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from the US and Australia to Germany,...

  • Director, Investment

    7 days ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Director, Investment (Data Center) role at Keppel (Fund Management & Investment) . Identifying and originating investment opportunities Structuring, assessing, and negotiating transactions including leading all due diligence, financial modeling, deal analytics, financing, and legal documentation Engaging with external advisors, managing...

  • Investment Advisor

    3 days ago

    Singapore Citi Full time

    The Citigold Client Advisor is a strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, the Citigold Client Advisor proactively anticipates client needs, crafting personalized strategies that encompass sophisticated investment management, advanced...

  • Junior Associate, Investment

    1 day ago

    Singapore Direct Search Global Full time

    **Job Detail**: - Job Reference - P7693 **Direct Search Global is working with a fast-growing Private-Equity Firm to fill a role of Junior Associate, Investment to be based in their Singapore office.** **Responsibilities**: - Conduct financial and market research to understand the current market conditions and economic situation. - Perform finance...

  • Investment Analyst, Singapore

    1 day ago

    Singapore AUGUST ENERGY INVESTMENT CO PTE. LTD. Full time

    **Introduction** August Energy Investment Co (“ **AE **”) is a long-term investor and co-developer of energy transition infrastructure assets for corporate decarbonisation (“ **Corporate Solutions Strategy **”). AE, headquartered in Singapore and working across the Asia Pacific region, provides high-quality customers with sustainable, cost efficient...

  • Investment Advisor/Counsellor

    6 hours ago

    Singapore OCBC Full time $120,000 - $240,000 per year

    WHO WE ARE:As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of...

  • Investment Advisor/Counsellor

    5 hours ago

    Singapore OCBC Full time $60,000 - $120,000 per year

    WHO WE ARE:As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.Today, we're on a journey of...

  • Investment Advisor, Asean Market

    2 weeks ago

    Singapore The Edge Asia Full time

    Our client is a well-established international bank and now seeking suitable talent for their front office. This is an Investment Advisor role to support the ASEAN market hence the incumbent will be expected to communicate well in Bahasa language for business requirements. EA License Number: 16S8131 Recruiter Licence Number: R1219710 **Some of the key...

  • Investment Advisor/counsellor, Group Consumer

    2 weeks ago

    Singapore OCBC Bank Full time

    **Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**240001BG**)** **Roles & Responsibilities**: - Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products - Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and...