Investment Adviser

1 week ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

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, estate planning, and investment advisory.

We are seeking a passionate and results-driven **Investment Specialist **to join our dynamic team. If you excel in financial markets, love crafting personalized investment strategies, and want to make a meaningful impact in clients’ financial success, we want to hear from you.

**What You’ll Do**:

- **Investment Advisory**:Provide expert advice on a broad range of investment products, including equities, bonds, mutual funds, and alternative assets.
Deliver personalized recommendations that align with clients’ goals, risk appetite, and market conditions.
- **Portfolio Management**:Create and manage tailored investment portfolios for clients.
Regularly monitor and optimize performance to achieve financial objectives.
- **Market Insights & Analysis**:Stay updated on market trends, economic developments, and global investment opportunities.
Translate complex market data into actionable insights for clients.
- **Client Relationship Management**:Build and maintain strong, trusted relationships with clients.
Conduct regular reviews and provide timely updates on portfolio performance and market outlook.
- **Strategic Collaboration**:Partner with financial planners, insurance specialists, and estate planning consultants to deliver integrated financial solutions.
Act as a key contributor to the company’s overall growth strategy.
- **Compliance & Risk Management**:Ensure all investment recommendations adhere to regulatory guidelines and company policies.
Maintain the highest level of ethical standards and professionalism.

**What You Bring**:

- **Education & Certifications**:Local Diploma or Degree. Relevant certifications such as CFA, CFP, or CMFAS Modules 5, 8, 9, and 9A are highly advantageous.
- **Experience**:Fresh grad or less than 2 experience.
- **Skills**:Strong analytical skills and financial acumen.
Excellent communication and interpersonal skills with the ability to simplify complex financial concepts.
Proficiency in investment tools and software.
- **Mindset**:Goal-oriented, with a passion for helping clients achieve financial success.
A team player with a proactive and client-focused attitude.

**What We Offer**:

- Competitive remuneration package with performance-based incentives.
- Access to a wide range of financial tools, resources, and cutting-edge technology.
- Comprehensive professional development programs and opportunities for certifications.
- A supportive, collaborative team environment that values innovation and growth.
- The opportunity to work with a trusted brand recognized for excellence in integrated financial services.

**Why Join Us?**:
At **Summit Planners Crusaders **, we believe in empowering our team to make a difference. As an **Investment Specialist **, you’ll play a critical role in shaping clients’ financial journeys while growing your career in a supportive and rewarding environment.

  • iGM Investment Adviser

    1 week ago

    Singapore iFAST Full time

    People avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head‐on – by giving clients full commission transparency in insurance and investment products. Advisers at iGM share a common goal – to provide transparent, ethical and suitable advice to...

  • Client Adviser/associate Adviser

    6 days ago

    Singapore HYPERSCAL SOLUTIONS PTE. LTD. Full time

    **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...

  • Associate, Investment

    2 weeks ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Source and analyse investment opportunities Structuring and executing the acquisition of assets in Asia Pacific Conduct financial modelling to assess / support acquisition decisions...

  • Investment Management Officer

    3 days ago

    Singapore Asian Infrastructure Investment Bank Full time

    Investment Officer, Energy The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 111 approved members worldwide. We are capitalized at USD100...

  • Investment Analyst

    2 weeks ago

    Singapore TIH INVESTMENT MANAGEMENT PTE. LTD. Full time

    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...

  • (Associate) Client Adviser

    1 week ago

    Singapore HYPERSCAL SOLUTIONS PTE. LTD. Full time

    **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...

  • Financial and Investment Adviser

    1 day ago

    Singapore 57 EMPLOYMENT AGENCY PTE. LTD. Full time

    Financial company Work 10 hours a day, 8 days off per month Salary S$ 4,000-$8,000 + bonus (negotiable based on experience and ability) **Requirements**: - Must have CMFAS qualification - Have working experience in Singapore’s financial industry - Fluent in Mandarin and English Job Description： - Meeting individually with clients to determine their...

  • Investment Management Officer

    3 days ago

    Singapore Asian Infrastructure Investment Bank Full time

    Investment Officer, Transport The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 111 approved members worldwide. We are capitalized at USD100...

  • Senior UHNW Investment Counselor

    2 days ago

    Singapore CITICORP INVESTMENT BANK (SINGAPORE) LIMITED Full time

    A global financial institution in Singapore is looking for a Senior Investment Counselor to manage relationships with ultra-high net worth clients. The ideal candidate will have extensive experience in investment advising, and the ability to build and cultivate client trust while providing tailored investment solutions. Join a dedicated team committed to...

  • Investment Officer

    19 hours ago

    Singapore Asian Infrastructure Investment Bank Full time

    Investment Officer - Transport The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We are capitalized at USD100...