Investment Portfolio Advisor

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

PLACEMENT PROFESSIONALS in Singapore is seeking a motivated client-focused professional to counsel account holders on diversified investment portfolios aimed at personal milestones.

You will explain asset management principles and instruments (mutual funds, fixed income, equities, ETFs), conduct portfolio reviews, and support the client journey with efficient transactional and operational assistance. CMFAS knowledge is a plus.

Qualifications

• University degree in Finance, Business Administration, or related field.
• 1–2 years of relevant experience, preferably in retail banking, customer relations, sales, or marketing.
• CMFAS modules are a plus; holding passes or waivers is beneficial.

Responsibilities

• Counsel account holders on constructing diversified investment portfolios tailored to achieve their personal milestones.
• Demonstrate the ability to clearly articulate asset management principles and financial instruments, including mutual funds, fixed-income securities, equities, and exchange-traded funds.
• Nurture and expand consumer relationships, which includes conducting comprehensive portfolio reviews and briefings for clients.
• Deliver efficient transactional and operational support for clients.
• Offer internal recommendations and insights aimed at elevating the end-to-end client journey.
• Involve in projects and testing when required.

Skills

Interpersonal skills

Clear communication

Capital markets interest

Education

Bachelor's degree (Finance or Business Administration)

Job description

PLACEMENT PROFESSIONALS in Singapore is seeking a motivated client-focused professional to counsel account holders on diversified investment portfolios aimed at personal milestones.

You will explain asset management principles and instruments (mutual funds, fixed income, equities, ETFs), conduct portfolio reviews, and support the client journey with efficient transactional and operational assistance. CMFAS knowledge is a plus.