Investment Executive

5 days ago

Singapur, Singapore CORNERSTONE ADVISERS PTE. LTD. Full time

Job Description & Requirements Key Responsibilities Client Consultation: Assessing client financial goals, risk tolerance, and needs through consultations. Investment Strategy Development: Recommending customized investment strategies and products such as unit trusts, bonds, and equities. Portfolio Management: Building, managing, and monitoring client investment portfolios. Financial Analysis & Research: Conducting financial analysis, evaluating asset performance, developing financial models, and researching industries. Market & Regulatory Updates: Staying informed on market movements, economic trends, and new investment products, ensuring compliance with regulations. Client Support: Providing regular portfolio updates, rebalancing advice, and preparing financial reports. Client Engagement: Potentially conducting financial seminars or client events. Collaboration: Working with product specialists and research teams to enhance client offerings and supporting investment origination efforts. Required Skills & Qualifications Education: A degree in Finance, Business, Economics, Accounting, or a related field is often required. Financial Acumen: Strong understanding of financial markets, portfolio management, and financial modelling. Analytical Skills: Proficient in financial analysis, risk assessment, and data interpretation. Communication: Good interpersonal and communication skills, especially when interacting with clients and internal teams. Tech Proficiency: Strong proficiency in Microsoft Excel for financial modelling. Personal Attributes: Self-driven, result‑oriented, positive, and a team player with a high level of commitment. #J-18808-Ljbffr

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