Investment & Portfolio Advisor

WHITE SOCIETY PTE. LTD.; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

WHITE SOCIETY PTE. LTD. in Singapore seeks an investment advisor to facilitate investment transactions and guide clients on opportunities. You will build trusted relationships, understand clients' goals, and tailor solutions accordingly.

The role requires staying informed on market trends, providing actionable investment recommendations, and assisting clients in portfolio management while ensuring compliance with regulations and internal policies.

Responsibilities

• Client Acquisition: Attract and retain clients, understanding their financial goals, risk tolerance, and investment objectives.
• Investment Advice: Provide investment advice, recommending suitable financial products.
• Portfolio Management: Assist clients in managing their investment portfolios and monitoring performance.
• Market Research: Stay up-to-date on market trends, economic conditions, and regulatory changes, providing informed investment guidance.
• Compliance: Ensure adherence to regulatory requirements, industry standards, and company policies.

Job description

WHITE SOCIETY PTE. LTD. in Singapore seeks an investment advisor to facilitate investment transactions and guide clients on opportunities. You will build trusted relationships, understand clients' goals, and tailor solutions accordingly.

The role requires staying informed on market trends, providing actionable investment recommendations, and assisting clients in portfolio management while ensuring compliance with regulations and internal policies.