Investment Advisory Executive

J.S.F; Singapore; On-site; SGD 30,000 - 50,000; Full time

Job summary

A financial services firm in Singapore is seeking candidates for client acquisition and financial planning roles. Responsibilities include managing client portfolios and proposing investment solutions. Ideal for entry-level individuals and mid-career professionals looking for long-term career opportunities. Applicants must be Singaporeans and hold a relevant diploma or degree. The role emphasizes strong communication and interpersonal skills.

Qualifications

• Must be at least 21 years old.
• Singaporeans preferred.
• Passion for Investment/Financial Planning.
• Results-oriented, resourceful, and driven.

Responsibilities

• Manage client acquisition through various strategies.
• Engage in business development related to Financial Planning.
• Review client portfolios.
• Propose investment solutions.
• Ensure client management and retention.

Skills

Client Acquisition

Business Development

Customer Queries Management

Interpersonal Skills

Communication Skills

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.