Investment Advisor

Well fluent in English and to have an open and positive attitude to handle both local and foreign clients.
Ensure conformance with entire company guidelines and regulatory policies.
Identify customers ‘ investment needs by basic financial planning modules.
Provide different investment products to attain successfully identified needs.
Maintain and update records as well as files on existing customers.
Prioritize customer requirements and cross-sells services and products of varied company business lines.
Identify changing needs and develop strong customer relationships.
Plan and conduct customer meetings to review current accounts.
Conduct post-appointment follow up to manage relations plus develop referrals.
Develop and maintain wide general knowledge of entire financial products by self-study, periodicals, along with apt coursework.

**Job Types**: Full-time, Contract, Commission
Contract length: 24 months

**Salary**: $4,000.00 - $8,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development
- Work from home

Schedule:

- Flexible hours
- Weekend availability

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Work Location: Hybrid remote in Singapore 038983