Investment Counsellor - Singapore

Fisher Investments UK; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading investment firm in Singapore is seeking an experienced Investment Counsellor to manage a roster of high-net-worth clients. You will educate clients on portfolio strategies, maintain strong relationships, and proactively review asset allocations to help achieve their financial goals. The ideal candidate has over 5 years in client relationship building within the investment industry and a university degree. Exceptional employee benefits and a collaborative work environment are offered.

Benefits

100% paid premiums for medical, dental, and vision

Employer-paid therapy and wellness support

Family Support programs including fertility assistance

Ongoing training and educational support

Qualifications

• 5+ years of experience creating and building new client relationships in the investment industry.
• Understanding of Singapore asset management regulations and procedures.

Responsibilities

• Build trusting relationships with our clients.
• Educate clients on portfolio strategies and market events.
• Review clients' asset allocations quarterly.

Skills

Client relationship building

Knowledge of Singapore asset management

Consultative approach

Education

University degree or equivalent

Job description

Overview

Stop prospecting! Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Fisher Investments Singapore (FIS) has developed a specialized approach focused on our high-net-worth clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical financial professional. Now is your opportunity to use your finance experience to better the investment universe with a globally diverse privately held investment firm.

The Opportunity:

As an Investment Counsellor, you are the voice of FIS. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you\'ll appreciate knowing our compensation structure aligns with our clients\' best interests without relying on commissions. Through our unique training program, FIS offers an elevated finance and capital markets education to understand our firm\'s unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day:

• Be the heart of our FIS, build trusting relationships with our clients
• Educate clients on our top-down portfolio strategy, their investments and important market events
• Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we\'re on the right track toward their long term financial goals
• Rely on our sales team to gradually build your roster of high-net-worth clients

Your Qualifications:

• 5+ years of experience creating and building new client relationships and instilling trust within the investment industry.
• Knowledge of the Singapore asset management industry, regulations and procedures
• University degree, suitable graduate diplomas or equivalent combination of experience
• Yield a thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments Singapore:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture and our learning and development framework customized for every employee.

It\'s the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid premiums for top-tier supplemental medical, dental, and vision for employees and their qualified dependents
• Employer-paid therapy, coaching, and other EAP services including well-being support
• Family Support programs including $10,000* fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• A collaborative working environment that practices ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS SINGAPORE IS AN EQUAL OPPORTUNITY EMPLOYER