Investment Consultant

Tap Growth ai; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A financial consulting firm in Singapore is seeking an Investment Consultant to provide expert advice on investment strategies and financial planning. The ideal candidate will possess a Bachelor’s degree in Finance and relevant experience. Responsibilities include analyzing financial needs and developing tailored investment strategies, monitoring market trends, and maintaining client relationships. Join us to grow together!

Qualifications

• Proven experience in investment consulting or financial advisory roles.
• Strong analytical skills with attention to detail.
• Ability to work independently as well as part of a team.

Responsibilities

• Analyze clients' financial needs and develop tailored investment strategies.
• Monitor market trends and assess potential investment opportunities.
• Build and maintain strong relationships with clients through regular communication.
• Provide insights on asset allocation, risk management, and portfolio diversification.
• Prepare detailed reports and presentations for clients regarding their investments.
• Conduct thorough research on various investment products and services.

Skills

Analytical skills

Communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Economics, or related field

CFA / CFP preferred

Job description

🌟 We're Hiring : Investment Consultant! 🌟

We are seeking a knowledgeable and driven Investment Consultant to provide expert advice on investment strategies and financial planning. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to build lasting client relationships.

Location :

Singapore, Singapore

Work Mode :

Work From Office

Role :

Investment Consultant

What You'll Do :

• 🎯 Analyze clients' financial needs and develop tailored investment strategies.
• 📊 Monitor market trends and assess potential investment opportunities.
• 🤝 Build and maintain strong relationships with clients through regular communication.
• 📈 Provide insights on asset allocation, risk management, and portfolio diversification.
• 📝 Prepare detailed reports and presentations for clients regarding their investments.
• 🔍 Conduct thorough research on various investment products and services.

What We’re Looking For :

• ✅ Bachelor’s degree in Finance, Economics, or related field; CFA / CFP preferred.
• ✅ Proven experience in investment consulting or financial advisory roles.
• ✅ Strong analytical skills with attention to detail.
• ✅ Excellent communication and interpersonal skills.
• ✅ Ability to work independently as well as part of a team.

Ready to make an impact? 🚀 Apply now and let’s grow together!