Client-Focused Investment Strategist (Remote, Flexible)

ARCHEL ADVISORY PTE. LTD.; Singapore; Remote; SGD 42,000 - 66,000; Full time

Benefits offered by this job

Flexible schedule

Professional Development

Work from home

Job summary

ARchel Advisory PTE. LTD. in Singapore seeks a client-facing investment professional to help clients understand objectives and evaluate solutions. You will translate insights into practical strategies and support clients through market changes.

Fresh graduates are welcome; no prior advisory experience required. The role emphasizes learning, wealth management interest, and direct client interaction with flexible work options.

Qualifications

• Minimum local Diploma or Degree in any discipline.
• Strong interest in investment, markets and wealth management.
• Self-driven, curious and eager to learn.
• Comfortable working directly with clients.
• Fresh graduates and career switches welcome.

Responsibilities

• Understand clients' investment goals, time horizons and risk preferences.
• Evaluate and compare investment solutions across providers.
• Review portfolios for concentration, duplication, diversification and gaps.
• Develop investment strategies by combining suitable solutions.
• Explain investment recommendations and risks in clear, practical terms.
• Support clients through market changes and conduct investment reviews.
• Stay informed on market developments and available solutions.

Skills

Investment concepts

Portfolio review

Risk assessment

Client communication

Market awareness

Education

Diploma or Degree

Job description

ARchel Advisory PTE. LTD. in Singapore seeks a client-facing investment professional to help clients understand objectives and evaluate solutions. You will translate insights into practical strategies and support clients through market changes.

Fresh graduates are welcome; no prior advisory experience required. The role emphasizes learning, wealth management interest, and direct client interaction with flexible work options.