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Investment Adviser

2 weeks ago

Singapore INTROPLS PTE. LTD. Full time

Are you trying to make a career switch into a business that you can build, last you a lifetime and enjoy the flexibility of time.

Our client is one of the largest brokerage house in Singapore and they are looking to financial/ investment advisers that are keen to excel in the investment business.

The company will be fully supporting the individual in trainings, leads through events/ lead generation.

**We are looking for someone**:

- To provide personalised wealth management solutions to clients and help them grow their assets
- To recommend a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance) to fulfil clients’ needs
- To actively source for new clients on your own initiative
- To service clients acquired by the company’s lead generation capabilities
- Keep abreast of customer needs and investment market trends
- Deliver effective and efficient support to clients, within and beyond office hours
- Additional/ ad-hoc duties may be assigned when required

**Requirements**:

- Excellent interpersonal and communication skills, both verbal and written
- Client-oriented, pleasant, meticulous and obliging disposition
- Holds either one of the following qualifications:

- A full certificate in GCE ‘A’ Level;
- An International Baccalaureate Diploma qualification;
- A diploma awarded by a polytechnic in Singapore; or