Investment trainee (Advisory)

J.S.F; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading investment advisory firm in Singapore is looking for a Client Relations professional. The role involves prospecting for new clients, maintaining existing relationships, and educating clients on investment options. Strong networking skills and knowledge of investment products are essential. The ideal candidate will develop personalized investment solutions and conduct regular meetings to adapt to clients’ evolving financial situations.

Qualifications

• Extensive networking and cold calling skills.
• Ability to maintain and deepen client relationships.
• Knowledge of investment products and options.

Responsibilities

• Prospect for new clients through networking and cold calls.
• Maintain relations with existing clients via periodic meetings.
• Educate clients about investment options available to them.
• Determine clients' risk tolerance and tailor investment solutions.

Job description

Client Relations

• Prospect for new clients. This is the essential task for an investment advisor, requiring extensive networking and cold calling to obtain new clients.
• Maintain and deepen relations with existing clients. This calls for periodic meetings to understand changes in the financial and life situations of clients, and how this might impact their investment profiles.

Investment Solutions

• Educate clients regarding the range of applicable investment options available to them
• Determine the risk tolerance of clients
• Develop personally tailored investment solutions for clients
• Follow through on the investment actions approved by clients
• Maintain proper documentation of investment actions taken on behalf of clients
• Maintain an up-to-date knowledge of investment products