Investment Advisor

15 hours ago


Singapore Hays Banking Singapore Full time

Hays Banking Singapore SingaporePosted 4 hours ago In-Office Permanent Negotiable

Investment advisor offshore

**Your new company**

**Your new role**
- To provide investment advice to clients to meet client's desired risk/investment performance requirements
- Key Products: Unit Trust, Bond, Structured Product, FX and more
- To assess client's risk appetite, investment preference and return expectations during joint engagement with the Relationship Manager at client meeting sessions
- To utilise in-house advisory platforms to deliver holistic investment advisory to clients
- To monitor market returns and provide regular and timely feedback/ advisory to client
- To create, communicate and share investment ideas/views to both internal and external stakeholders
- To promote and support Digital Advisory
- To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities

**What you'll need to succeed**
- Degree Holder with at least 5+ years of experience in advisory or investment roles.
- Experience in Portfolio Penetration
- Advanced Financial Markets & Concepts
- Product Knowledge & Advisory Service
- Regulatory Knowledge
- Self-Starter with strong Interpersonal and communication skills

**What you need to do now**

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Reg Number: R23112831

EA License Number: 07C3924

Company Registration No: 200609504D
- Job ID 1250424



  • 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...


  • Singapore GIC Investment Full time

    **Location**: Singapore, SG Job Function: Others **Job Type**: Contract Req ID: 12482 GIC is a custodian of Singapore’s Reserves and a Sovereign Wealth Fund to secure Singapore’s financial future. GIC is entrusted with a critical mission that impacts the lives of all Singaporeans. We are looking for the best talent to help us fulfil our commitment to...

  • Investment Advisor

    6 days ago


    Singapore Balfour Capital Group Full time

    This is a remote position. 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...

  • Investment Advisor

    4 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...


  • Singapore Options Group Full time

    C- Posted by - Charlie Thorp- Recruiter This is a client-facing role within Investments team - Active Advisor partners with Relationship Managers to service clients, who require frequent interaction with a seasoned investment specialist. Active Advisor is expected to provide timely and unbiased investment advice on single stocks, bonds, structured products,...


  • Singapore beBeeInvestment Full time $90,000 - $120,000

    Job Title:Strategic Investment AdvisorAbout the Role:We are seeking a highly skilled and experienced Strategic Investment Advisor to join our team. As a key member of our investment advisory team, you will be responsible for developing and implementing holistic investment strategies that deliver exceptional results for our clients.Key Responsibilities:Design...

  • Investment Advisor

    2 weeks ago


    Singapore Julius Baer Full time

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Responsible to close working collaboration with Relationship Managers to actively provide clients with top-notch investment...


  • Singapore beBeeInvestment Full time $90,000 - $120,000

    Investment AdvisorYou will play a pivotal role in delivering expert investment guidance and support to clients on investment products and services. Your primary objective is to assist clients in achieving their financial goals through well-informed investment recommendations.Main Responsibilities:Conduct research on investment products, markets, and trends...


  • Singapore beBeeInvestment Full time $80,000 - $120,000

    Job Title: Senior Investment Advisor  We are seeking a Senior Investment Advisor to join our team. As a Senior Investment Advisor, you will be responsible for providing investment advice and guidance to clients.  Key Responsibilities:Conduct pre-transaction checks and due diligenceReview sales documents and supervisor assessmentsConduct call-backs to...


  • Singapore beBeeFinancial Full time $4,000 - $8,000

    Establish Your Career with a Leading Investment BoutiqueAbout Evolve Capital AdvisoryEvolve Capital is a top boutique investment firm offering expert financial guidance and support.Expert Financial Guidance: Leverage our team of experienced advisors to navigate complex financial decisions and achieve your goals.Investment Expertise: Our in-depth knowledge of...