Investment Consultant

ELEVATE STAFFING; Singapore; Vor Ort; SGD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Career progression

Professional training

Exposure to wealth management

Dynamic environment

Zusammenfassung

Elevate Staffing is seeking an Investment Consultant to provide investment guidance and financial solutions to clients. The successful candidate will understand clients' objectives, develop suitable strategies and build long-term relationships.

You will conduct client consultations, present investment ideas, monitor markets and review portfolios while collaborating with internal teams to onboard clients. A diploma or degree in Finance or related field and 1–5 years of experience are preferred in

Qualifikationen

• Diploma or Bachelor's degree in Finance, Business, Economics or a related discipline.
• 1–5 years of experience in investment consulting, wealth management, financial advisory, banking or sales.
• Strong interest in investments and financial markets.
• Excellent communication, presentation and interpersonal skills.
• Strong client relationship management and business development abilities.
• Good analytical and problem-solving skills.
• Self-motivated, target-driven and comfortable working in a performance-oriented environment.
• Relevant financial services qualifications or certifications will be an advantage.

Aufgaben

• Understand clients' financial goals, investment objectives and risk profiles.
• Provide information and guidance on suitable investment and financial products.
• Develop personalised investment strategies based on clients' needs and objectives.
• Build and maintain long-term relationships with new and existing clients.
• Conduct client consultations, presentations and investment reviews.
• Monitor market developments, economic trends and investment opportunities.
• Review clients' portfolios and provide appropriate recommendations where required.
• Identify and develop new business opportunities through networking, referrals and client engagement.
• Maintain accurate records of client interactions and investment recommendations.
• Work closely with internal teams to support client onboarding and service delivery.
• Meet individual and team sales or business development targets.
• Ensure all client interactions and recommendations comply with company policies and applicable regulatory requirements.

Kenntnisse

Client relationship management

Communication

Sales

Financial markets

Presentation skills

Ausbildung

Bachelor's degree in Finance/Business/Economics

Jobbeschreibung

Industry:Financial Services
Employment Type:Full-time

About the Role

We are seeking a motivated and client-focused Investment Consultant to provide investment guidance and financial solutions to clients. The successful candidate will be responsible for understanding clients' financial objectives, developing suitable investment strategies and building long-term client relationships.

Key Responsibilities

• Understand clients' financial goals, investment objectives and risk profiles.
• Provide information and guidance on suitable investment and financial products.
• Develop personalised investment strategies based on clients' needs and objectives.
• Build and maintain long-term relationships with new and existing clients.
• Conduct client consultations, presentations and investment reviews.
• Monitor market developments, economic trends and investment opportunities.
• Review clients' portfolios and provide appropriate recommendations where required.
• Identify and develop new business opportunities through networking, referrals and client engagement.
• Maintain accurate records of client interactions and investment recommendations.
• Work closely with internal teams to support client onboarding and service delivery.
• Meet individual and team sales or business development targets.
• Ensure all client interactions and recommendations comply with company policies and applicable regulatory requirements.

Requirements

• Diploma or Bachelor's degree in Finance, Business, Economics or a related discipline.
• 1–5 years of experience in investment consulting, wealth management, financial advisory, banking or sales.
• Strong interest in investments and financial markets.
• Excellent communication, presentation and interpersonal skills.
• Strong client relationship management and business development abilities.
• Good analytical and problem-solving skills.
• Self-motivated, target-driven and comfortable working in a performance-oriented environment.
• Relevant financial services qualifications or certifications will be an advantage.

What We Offer

• Competitive basic salary with performance incentives.
• Attractive career progression opportunities.
• Professional training and development.
• Exposure to investment and wealth management solutions.
• Dynamic and client-focused working environment.