Investment Adviser

At **Summit Planners Crusaders Pte Ltd **, we are a leading **One-Stop Integrated Financial Services Provider **, dedicated to delivering innovative and comprehensive financial solutions to individuals and businesses. With a focus on building long-lasting client relationships, we offer a full spectrum of services, including wealth management, insurance,...

**Responsibilities**: - Actively identify prospects and establish contact with them/convert prospects into clients. - Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. - Anticipate events in a client’s life and business which have significant financial implications. - Serve as a trusted advisor to clients who...

**Responsibilities** - Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors on the basis of company investment strategies; - Drafting and writing research reports ; - Regularly conduct market research and analyse market trends to generate investment opportunities; - Developing high...

**COMPANY DESCRIPTION** MoneyOwl is a uniquely Singaporean social enterprise; a financial adviser and fund management company licensed by the MAS. We aim to empower consumers to live life to the full by helping them make wise money decisions easily and confidently. We are Singapore’s 1st Bionic Financial Adviser! To be Bionic means to have the best of...

The Investment Analyst will be responsible for conducting investment analysis, research/execution in public equity and private credit, financial modeling, portfolio management, and providing financial insights and recommendations. He/she will work closely with the investment team to evaluate potential investment opportunities and assist in the execution of...

Roles & ResponsibilitiesThe Investment Analyst will be responsible for conducting investment analysis, research/execution in public equity and private credit, financial modeling, portfolio management, and providing financial insights and recommendations. He/she will work closely with the investment team to evaluate potential investment opportunities and...

**Responsibilities**: - Conduct in-depth financial analysis and market research to identify investment opportunities and risks. - Formulate comprehensive investment strategies based on clients' financial objectives and market conditions. - Construct and manage investment portfolios, ensuring alignment with clients' investment objectives and risk profiles. -...

**Job Highlights**: - Highly structured & holistic wealth management training - Need-based, process oriented, non-product driven advisory - Clearly established multiple career advancement paths at onset **Job Description**: A. Financial Advisory Support - Client Profiling & Due Diligence - Financial Needs Analysis - Construction of Financial Plan -...

**COMPANY DESCRIPTION** MoneyOwl is a financial adviser and fund management company licensed by the MAS. We aim to empower consumers to live life to the full by helping them make wise money decisions easily and confidently. We are Singapore’s 1st Bionic Financial Adviser! To be Bionic means to have the best of both worlds - humans and technology. Both...

Roles & ResponsibilitiesJob SummaryWe are seeking a strategic and analytical Head of Quantitative Investments to lead the development, execution, and oversight of our digital asset investment portfolios. This role focuses on constructing diversified, risk-optimized portfolios using a quantitative, data-centric approach, tailored for the evolving crypto and...

Roles & ResponsibilitiesJob SummaryWe are seeking a strategic and analytical Head of Quantitative Investments to lead the development, execution, and oversight of our digital asset investment portfolios. This role focuses on constructing diversified, risk-optimized portfolios using a quantitative, data-centric approach, tailored for the evolving crypto and...

Location: Singapore, SG- Job Function: Economics & Investment Strategy- Job Type: Permanent- Req ID: 15578GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an...

**Para Planners**: Tired of quotas and being pressured into making financial services sales? Support our senior advisers by laying a solid foundation of client financial data and analysis. This unique opportunity allows you to learn the ropes of LPA’s financial advisory experience first-hand. You will shadow and support the senior advisers in servicing...

Are you an **experienced financial adviser**looking for the right platform to take your career to the next level? At **Global Financial Consultants**(GFC), we provide the infrastructure, support, and client network you need to maximize your earnings and expand your portfolio. **Global Financial Consultants (GFC)**is one of Singapore’s most venerable and...

**Responsibilities**: - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision - Cultivate client...

Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

Job Overview: Are you passionate about personal finance and eager to make a significant impact in people's lives? Join our dynamic team as a Financial Adviser, where you'll guide individuals, families, and businesses toward achieving their financial dreams. This is your chance to play a pivotal role in shaping financial strategies that lead to a secure and...

**Job Description & Requirements**: A Para-Adviser (PA) is a professional supporting role to an established Financial Services Director in helping to streamline, increase efficiency, smoothen and delight client experience as they make financial planning decisions with the financial services director. PA provides complementary support functions in the full...

**Financial Adviser** Choosing this career can make a massive impact on your life in the next 5 to 10 years, as all the success stories of our top financial advisers and wealth managers have shown. How do you know if this is the right opportunity for you? Ask yourself: - Want to earn unrestricted and multiple streams of income based on your performance? -...

Are you looking for a **change **? Looking for a chance to use your **Skills **to help families secure their **financial freedom **? Well then, the role of a **Financial Adviser **is **the one for you! We are looking for individuals who: - Are willing to invest their time and skills to become a finance professional adept at helping clients plan, execute and...