Wealth & Investment Portfolio Advisor

iFAST Financial Pte Ltd; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

iFAST Financial Pte Ltd in Singapore seeks a client services professional to advise clients on building investment portfolios that meet life goals and financial objectives. You will explain wealth management concepts and products, from unit trusts to ETFs, and will manage relationships through presentations and proactive service.

The role also involves supporting transactions and providing internal feedback to improve client experiences, with involvement in projects as needed.

Qualifications

• Degree in Finance, Business or related field.
• 1–2 years of experience in Banking/Client Services/Sales/Marketing preferred.
• CMFAS certificates or exemptions are advantageous.
• Excellent interpersonal and written/verbal communication skills.
• Strong interest in investing and finance topics.

Responsibilities

• Advise clients on creating investment portfolios aligned with life goals.
• Explain wealth management concepts and products including unit trusts, bonds, stocks, ETFs.
• Build and manage client relationships, including client presentations.
• Deliver efficient transactional and operational client support.
• Provide feedback on customer experiences to improve services.
• Participate in projects and testing when required.

Skills

Interpersonal skills

Communication skills

Interest in investing

Education

Finance/Business degree

Job description

iFAST Financial Pte Ltd in Singapore seeks a client services professional to advise clients on building investment portfolios that meet life goals and financial objectives. You will explain wealth management concepts and products, from unit trusts to ETFs, and will manage relationships through presentations and proactive service.

The role also involves supporting transactions and providing internal feedback to improve client experiences, with involvement in projects as needed.