Investment Advisory Associate

J.S.F; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking candidates for client acquisition and financial planning. Responsibilities include managing client portfolios and proposing investment solutions. Ideal for entry-level and mid-career individuals looking to build a long-term career with the potential for financial freedom. Strong interpersonal and communication skills are essential.

Qualifications

• 21 years old and above based on MAS requirements.
• Singaporeans only.
• Passion in Investment/Financial Planning necessary.

Responsibilities

• Client Acquisition through various prospecting strategies.
• Participate in business development activities.
• Propose solutions for client investment needs.
• Manage and retain clients.
• Respond professionally to customer queries.

Skills

Client Acquisition

Financial Planning

Interpersonal Skills

Communication Skills

Results Oriented

Education

Diploma/Degree in Business, Banking & Finance, or Engineering

Job description

You will be responsible and involved in:

• Client Acquisition through various prospecting strategies
• Participate in business development activities relating to Financial Planning
• Review prospective/existing client portfolios
• Propose solutions and planning for client investment needs
• Client Management and Retention
• Attend and respond to customer queries professionally

Requirements:

• 21 years old and above (based on MAS requirements)
• Singaporeans
• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Passion in Investment/Financial Planning
• Results oriented, Resourceful and Driven
• Excellent interpersonal and communication skills

Who we are looking for:

• Entry level candidates
• Mid-Career Switch – Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.