Investment Consultant

Borr Drilling; Singapore; On-site; SGD 80,000 - 150,000; Full time

Job summary

A leading company in the drilling sector is seeking an experienced Investment Consultant to join their Singapore branch. The ideal candidate will have over 10 years of expertise in wealth management, alongside a strong grasp of financial markets and the ability to foster long-term client relationships. This role involves analyzing client goals and developing customized investment strategies, ensuring attention to compliance and regulatory standards. Advanced qualifications such as CFA or CFP are highly desirable.

Qualifications

• Minimum 10 years of experience in wealth management industry.
• Proven experience as an Investment Consultant or similar role.
• In-depth knowledge of financial markets and portfolio management.

Responsibilities

• Conduct financial analyses and develop investment strategies.
• Execute trades and manage investment portfolios.
• Provide ongoing portfolio reviews and maintain strong client relationships.

Skills

Analytical skills

Problem-solving

Interpersonal skills

Communication

Education

Bachelor's degree in Finance or Economics

Advanced degrees (CFA, CFP)

Tools

Financial analysis software

Job description

Responsibilities :

• Conduct thorough financial analyses to assess clients' investment needs and goals.

• Develop personalized investment strategies based on clients' risk tolerance, financial situation, and objectives.

• Stay abreast of market trends, economic indicators, and investment opportunities to provide informed recommendations.

• Execute trades and manage investment portfolios in alignment with clients' objectives and market conditions.

• Provide ongoing portfolio reviews and performance reports to clients, ensuring transparency and effective communication.

• Cultivate and maintain strong client relationships through regular meetings, communication, and understanding of their evolving financial circumstances.

• Collaborate with internal teams to stay updated on financial products, regulatory changes, and industry best practices.

• Keep accurate records of client interactions and transactions while adhering to compliance and regulatory standards.

• Actively participate in team meetings, training sessions, and contribute to the overall success of the Singapore branch.

Requirements :

• Bachelor's degree in Finance, Economics, or related field. Advanced degrees and certifications (e.g., CFA, CFP) are a plus.

• Proven experience as an Investment Consultant or similar role in the financial industry.

• In-depth knowledge of financial markets, investment products, and portfolio management.

• Strong analytical and problem-solving skills with attention to detail.

• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.

• Familiarity with regulatory requirements and compliance standards in Singapore.

• Proficient in relevant software and tools for financial analysis and portfolio management.

• Requires a minimum of 10 years of experience in the wealth management industry.

• Good communication and organization skills, with the ability to interact with senior stakeholders in Taiwan Head Office

• Must have passed both CACS Paper 1 & Paper 2 examinations