Investment Consultant

IFAST CORPORATION LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A financial services firm in Singapore seeks a Wealth Advisor. You will manage client portfolios and formulate investment recommendations aligned with client objectives. The ideal candidate has a Bachelor's in finance or a related discipline, strong analytical skills, and a passion for investing. Both fresh graduates and those with up to 2 years experience are welcome to apply.

Qualifications

• Good understanding of financial markets and investments.
• Able to multi-task and meet deadlines.
• Candidates with less than 2 years of experience are welcome.

Responsibilities

• Manage client portfolios in collaboration with advisers.
• Formulate investment recommendations aligned with client objectives.
• Communicate investment ideas and market updates to stakeholders.
• Create tailored content to support wealth advisory.

Skills

Strong analytical skills

Communication skills

Passion for investing

Education

Bachelor's degree in finance or related discipline

Job description

Responsibilities

• To work closely with wealth advisers on the management of client portfolios
• To formulate investment recommendations which are aligned with client investment objectives as well as the research house-view
• To originate and communicate profitable investment ideas and market updates to various stakeholders
• To create tailored content and presentation material to support the overall wealth advisory business
• Additional/ ad-hoc duties may be assigned when required, including the undertaking of projects related to the overall business unit

Requirements

• Bachelor's degree holder in a related discipline (accountancy, finance or business administration, or others)
• Strong analytical skills, with a good understanding of financial markets and investments
• Excellent command of both spoken and written English, with strong communication skills.
• Has a passion for investing, and helping others make profitable investments
• Able to multi-task and meet constant deadlines
• Candidates without working experience or have less than 2 years of working experience are welcome to apply