Investment Advisor

4 days ago

Toa Payoh, Singapore Mark Ou Group Pte Ltd Full time

We are seeking a highly motivated and passionate **Investment Advisor** to join our team. As an Investment Advisor, you will play a vital role in guiding clients towards making informed investment decisions. You will collaborate closely with Fund House Managers to deliver exceptional service and tailored investment solutions.

**Roles and Responsibilities**:

- Manage and optimize client investment portfolios to align with their financial objectives.
- Actively engage in client acquisition by leveraging networking, referrals, and effective sales strategies.
- Provide regular updates to clients regarding their investments and communicate vital fund information.
- Represent the company at various investment events to expand our client base and cultivate strong relationships.
- Attend investment talks and stay abreast of market trends and industry developments.
- Organize and conduct investment seminars and events to educate and engage potential clients about investment opportunities

**Desired Skills and Qualities**:

- Strong financial acumen and understanding of investment products and markets (I will coach u OJT)
- Excellent communication skills with the ability to build rapport and trust with clients.
- Analytical thinking and problem-solving capabilities.
- Self-driven, positive attitude, and a willingness to learn and grow.

**Training and Development**:

- Benefit from monthly investment training conducted by top Fund Houses and HSBC in-house product teams
- Ongoing opportunities for professional development and continuous learning.

**Rewards and Benefits**:

- Competitive compensation package with performance-based incentives.
- Opportunity for career growth and advancement within the company.

**Prerequisites**:

- A recognized degree or local polytechnic diploma in any discipline.
- MAS CMFAS certification(s) [e.g., RES5, M9, M9A, HI] will be required but can be attained post-hire with company support.

We believe in fostering a collaborative and supportive environment, where your expertise and dedication will make a significant impact on our clients' financial success.

Join our team and be a part of our commitment to excellence in investment advisory services.

**Job Types**: Full-time, Freelance

Pay: $3,000.00 - $8,000.00 per month

**Benefits**:

- Flexible schedule

Supplemental Pay:

- Commission pay

**Education**:

- Local Polytechnic Diploma (required)

Work Location: In person

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