Client-Facing Investment Associate - Wealth Solutions

Skyworks Consulting Pte. Ltd; Singapore; On-site; SGD 45,000 - 78,000; Full time

Job summary

Skyworks Consulting Pte. Ltd in Singapore seeks a client-facing investment consultant to help clients build and manage portfolios. You will explain investment options such as stocks, ETFs and structured notes, and tailor wealth solutions to each client profile.

The role involves conducting portfolio assessments to enhance performance and resilience, attending company platforms to reach out to clients, and responding to queries professionally. Training will be provided.

Qualifications

• Education: A levels, Diploma or Degree in any field.
• Comfortable in a client-facing role.
• Able to adapt to a fast-paced environment.

Responsibilities

• Build rapport and strengthen relationship with existing and new client.
• Provide investment knowledge to client.
• Provide investment tools (stocks & shares, ETF, structured notes) and integrated wealth solutions according to client profiles.
• Conduct strategic portfolio assessments to enhance clients’ investment performance and resilience.
• Attend platforms organised by Skyworks to reach out to existing and new clients.
• Respond to customer queries professionally.

Skills

Client facing

Communication skills

Investment knowledge

Relationship building

Problem solving

Education

A levels / Diploma / Degree

Tools

Stocks & shares

ETFs

Structured notes

Job description

Skyworks Consulting Pte. Ltd in Singapore seeks a client-facing investment consultant to help clients build and manage portfolios. You will explain investment options such as stocks, ETFs and structured notes, and tailor wealth solutions to each client profile.

The role involves conducting portfolio assessments to enhance performance and resilience, attending company platforms to reach out to clients, and responding to queries professionally. Training will be provided.