Investment Brokers

WHITE SOCIETY PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

WHITE SOCIETY PTE. LTD. in Singapore is seeking professionals to facilitate investment transactions and guide clients on opportunities. You will attract and retain clients, assess financial goals, and align investment options with risk tolerance.

In this role, you will provide investment advice, monitor portfolios, and stay informed about market trends, regulatory changes, and company policies to ensure compliant guidance.

Responsibilities

• Attract and retain clients, understanding their financial goals, risk tolerance and objectives.
• Provide investment advice, recommending suitable financial products.
• Assist clients in managing portfolios and monitoring performance.
• Stay up-to-date on market trends, economic conditions, and regulatory changes.
• Ensure adherence to regulatory requirements and company policies.

Job description

Job Summary

Facilitate investment transactions and provide guidance on investment opportunities

Key Responsibilities

1. 1. Client Acquisition: Attract and retain clients, understanding their financial goals, risk tolerance, and investment objectives.
2. 2. Investment Advice: Provide investment advice, recommending suitable financial products.
3. 3. Portfolio Management: Assist clients in managing their investment portfolios and monitoring performance.
4. 4. Market Research: Stay up-to-date on market trends, economic conditions, and regulatory changes, providing informed investment guidance.
5. 5. Compliance: Ensure adherence to regulatory requirements, industry standards, and company policies.*