Investment Consultant-Advisor

SOURCEO PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is looking for an Investment Advisor. The role involves delivering tailored investment advice, collaborating with banking partners, and promoting digital initiatives. Candidates should possess a degree in Finance, Business, or Economics, with over 3 years of experience in investment advisory. Strong knowledge of investment products and excellent communication skills are essential.

Qualifications

• 3-5 years experience in the wealth advisory field.
• Solid knowledge of Unit Trusts, Bonds, FX & Structured Products.
• Strong understanding of portfolio management and market trends.

Responsibilities

• Deliver investment advice that meets client's financial objectives.
• Partner with Relationship Managers to provide timely investment services.
• Contribute investment ideas and participate in market outlook events.

Skills

Investment Advisory

Communication

Presentation Skills

Portfolio Management

Education

Degree in Finance, Business, Economics, or Banking

Tools

Advisory Platforms

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, escalate, 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