Investment Consultant-Advisor

Sourceo Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A financial services company in Singapore is seeking an experienced Investment Advisor to deliver tailored investment advice to clients. The ideal candidate will possess a degree in finance or a related field, with over 3 years of experience in investment advisory within Wealth or Retail Banking. Key responsibilities include partnering with banking professionals, utilizing advisory platforms, and enhancing the team's value proposition. Strong communication skills and market knowledge are essential.

Qualifications

• 3+ years in Investment Advisory within Wealth/Retail Banking.
• Solid knowledge of Unit Trusts, Bonds, FX & Structured Products.
• Proactive, detail-oriented, and a team player.

Responsibilities

• Deliver investment advice that meets client's financial objectives.
• Partner with Relationship Manager for investment advisory services.
• Strengthen IA team value proposition with market outlook contributions.

Skills

Investment Advisory

Communication skills

Team collaboration

Market trend analysis

Education

Degree in Finance, Business, Economics, or Banking

Job description

Job Purpose

• Deliver investment advice that meets client's financial objectives and needs profile.
• Preferable with at least 3-5 years’ experience in wealth advisory field.

Key Responsibilities

• Partner with the Priority Banking Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client's financial objectives and needs profile.
• Utilise in-house advisory platforms to deliver holistic investment advisory to clients.
• Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events.
• Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration.
• Provide training to RMs on portfolio construction and proposals, product and system knowledge.

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct.
• This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, elevate, mitigate and resolve risk, conduct and compliance matters.

Ideal Candidate

• Degree in Finance, Business, Economics, or Banking
• 3+ years in Investment Advisory within Wealth/Retail Banking
• Strong passion for financial markets
• Solid knowledge of Unit Trusts, Bonds, FX & Structured Products
• Excellent communication and presentation skills
• Proactive, detail-oriented, and a team player
• Strong understanding of portfolio management and market trends