Investment Adviser (FSM Global)

PLACEMENT PROFESSIONALS

Date: 5 days ago

City: Singapore, Singapore

Salary: SGD 4,000 - SGD 5,500 / mo

Contract type: Full time

To apply or find out more, please contact

(Reg No: R25157456)

WhatsApp +65 80863812 (wa.me/+6580863812)

I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.

Counsel account holders on constructing diversified investment portfolios tailored to achieve their personal milestones.
Demonstrate the ability to clearly articulate asset management principles and financial instruments, including mutual funds, fixed-income securities, equities, and exchange-traded funds.
Nurture and expand consumer relationships, which includes conducting comprehensive portfolio reviews and briefings for clients.
Deliver efficient transactional and operational support for clients
Offer internal recommendations and insights aimed at elevating the end-to-end client journey.
Involve in projects and testing when required

Possess a university degree (ideally major in Finance, Business Administration, or an equivalent field), coupled with 1 to 2 years of relevant professional experience (ideally within retail banking, customer relations, sales, or marketing sectors).
Holding active passes or official waivers for the mandatory CMFAS examination modules will be highly beneficial.
Excellent interpersonal and communication skills, both verbal and written
Exhibit a deep passion for capital markets, investment strategies, and financial sector developments.

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