496 Investment Advisory jobs in Singapore

You will be responsible and involved in:

• Client Acquisition through various prospecting strategies
• Participate in business development activities relating to Financial Planning
• Review prospective/existing client portfolios
• Propose solutions and planning for client investment needs
• Client Management and Retention
• Attend and respond to customer queries professionally

Requirements:

• 21 years old and above (based on MAS requirements)
• Singaporeans
• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Passion in Investment/Financial Planning
• Results oriented, Resourceful and Driven
• Excellent interpersonal and communication skills

Who we are looking for:

• Entry level candidates
• Mid-Career Switch – Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.

About Our Client:

One of the leading investment consultancy firms is seeking talented Analysts to join their team, offering professional investment advisory services to clients.

• Play a key role in executing consulting projects for financial institutions and corporate clients seeking investment opportunities.
• Conduct primary and secondary research under the guidance of a team leader.
• Contribute innovative ideas to research methodology and demonstrate resourcefulness.
• Work with high efficiency, ownership, and attention to detail.
• Collaborate in a team-based environment, learning from peers on each project.
• Summarize research findings and draft deliverables under the supervision of a consulting manager.
• Participate in client calls and meetings to present research insights.
• Assist in preparing consulting project proposals.

Requirements:

• Bachelor's or master's degree from a top university, in any discipline.
• Maximum of 2 years of work experience.
• Strong interest in business, finance, and investment research.
• Intellectual curiosity with excellent critical thinking skills.
• Good business sense, data-driven mindset, and strong analytical ability.
• Self-motivated, willing to take on challenges under pressure.
• Strong teamwork and interpersonal skills.
• Diligent, with a high sense of responsibility and leadership potential.
• Proficient in Microsoft Office, particularly Excel and PowerPoint.

EA License Name & License Number: SMTP Consult Pte. Ltd. (23C1754)

EA Personnel Name & Registration Number: Toh Qiu Wei (R )

You will be responsible and involved in:

• Client Acquisition through various prospecting strategies
• Participate in business development activities relating to Financial Planning
• Review prospective/existing client portfolios
• Propose solutions and planning for client investment needs
• Client Management and Retention
• Attend and respond to customer queries professionally

Requirements:

• 21 years old and above (based on MAS requirements)
• Singaporeans
• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Passion in Investment/Financial Planning
• Results oriented, Resourceful and Driven
• Excellent interpersonal and communication skills

Who we are looking for:

• Entry level candidates
• Mid-Career Switch – Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.

You will be responsible and involved in:

• Client Acquisition through various prospecting strategies
• Participate in business development activities relating to Financial Planning
• Review prospective/existing client portfolios
• Propose solutions and planning for client investment needs
• Client Management and Retention
• Attend and respond to customer queries professionally

Requirements:

• 21 years old and above (based on MAS requirements)
• Singaporeans
• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Passion in Investment/Financial Planning
• Results oriented, Resourceful and Driven
• Excellent interpersonal and communication skills

Who we are looking for:

• Entry level candidates
• Mid-Career Switch – Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.

You will be responsible and involved in:
Client Acquisition through various prospecting strategies
Participate in business development activities relating to Financial Planning
Review prospective/existing client portfolios
Propose solutions and planning for client investment needs
Client Management and Retention
Attend and respond to customer queries professionally
Requirements:
21 years old and above (based on MAS requirements)
Singaporeans
A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
Passion in Investment/Financial Planning
Results oriented, Resourceful and Driven
Excellent interpersonal and communication skills
Who we are looking for:
Entry level candidates
Mid-Career Switch – Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.
#J-18808-Ljbffr

You will be responsible and involved in:

• Client Acquisition through various prospecting strategies
• Participate in business development activities relating to Financial Planning
• Review prospective/existing client portfolios
• Propose solutions and planning for client investment needs
• Client Management and Retention
• Attend and respond to customer queries professionally

Requirements:

• 21 years old and above (based on MAS requirements)
• Singaporeans
• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Passion in Investment/Financial Planning
• Results oriented, Resourceful and Driven
• Excellent interpersonal and communication skills

Who we are looking for:

• Entry level candidates
• Mid-Career Switch – Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.

You will be responsible and involved in:

• Client Acquisition through various prospecting strategies
• Participate in business development activities relating to Financial Planning
• Review prospective/existing client portfolios
• Propose solutions and planning for client investment needs
• Client Management and Retention
• Attend and respond to customer queries professionally

Requirements:

• 21 years old and above (based on MAS requirements)
• Singaporeans
• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Passion in Investment/Financial Planning
• Results oriented, Resourceful and Driven
• Excellent interpersonal and communication skills

Who we are looking for:

• Entry level candidates
• Mid-Career Switch – Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.

This is a perm role for our client in the banking sector

The Wealth Planner is responsible for structured account conversations, account administration and risk management.

Sales Functions (50%)

• Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client
• Ensure the accounts are managed in accordance with the client objectives.
  Ensures that the account structure is attuned to changes in regulations and policies.

Administrative Functions (50%)

• Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to client's mandates
• Monitors and reports the account performance, management and administration
• Ensure compliance of accounts and account process to rules, regulations and laws
• Ensures that risk exposures are within the Bank's capacity to manage and that risks are consistent with its client's respective risk profile and tolerance
  Stays abreast with the latest development in the capital and financial markets as well as with recent government policies and regulations effecting operations.

Qualifications:

• Bachelors degree in fields either Finance, Business, Economics or Banking
• At least 7 years in financial industry in an investment advisory or related position.
• CACS certified CACS I and II
• CMFRAS certified: M1B, M5, M6, M6A, M8, M8A

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito | | EA Registration: R

Job Description & Requirements

This is a perm role for our client in the banking sector

The Wealth Planner is responsible for structured account conversations, account administration and risk management.

Sales Functions (50%)

• Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client
• Ensure the accounts are managed in accordance with the client objectives.
• Ensures that the account structure is attuned to changes in regulations and policies.

Administrative Functions (50%)

• Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to client's mandates
• Monitors and reports the account performance, management and administration
• Ensure compliance of accounts and account process to rules, regulations and laws
• Ensures that risk exposures are within the Bank's capacity to manage and that risks are consistent with its client's respective risk profile and tolerance
• Stays abreast with the latest development in the capital and financial markets as well as with recent government policies and regulations effecting operations.

Qualifications:

• Bachelors degree in fields either Finance, Business, Economics or Banking
• At least 7 years in financial industry in an investment advisory or related position.
• CACS certified CACS I and II
• CMFRAS certified: M1B, M5, M6, M6A, M8, M8A

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito | | EA Registration: R

Job Types: Full-time, Permanent

Pay: $5, $7,000.00 per month

Work Location: In person