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Investment Adviser – China Desk

Investment Adviser – China Desk

IFAST FINANCIAL PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG
3 days ago
Job description

Roles & Responsibilities

Responsibilities

  • Provide tailored wealth management solutions based on client needs, covering a wide range of products including unit trusts, ETFs, bonds, equities, and insurance, while establishing and maintaining strong client relationships.
  • Identify new business opportunities through networking, referrals, and outreach activities.
  • Provide continuous service support to clients during and beyond regular office hours.

Requirements

  • Open to Singaporeans / PRs only
  • Bachelor’s degree or higher, preferably in Finance or related discipline
  • CMFAS / IBF module certifications will be an advantage
  • Fluent in both Mandarin Chinese and English, with strong written and verbal communication skills to effectively engage with Mandarin-speaking clients and associates
  • Problem-solving, excellent communication skills, active listening, strong knowledge base, attention to detail, networking with a client-centric mindset
  • Remuneration is solely on pure commission base scheme structure with employee-like company benefits
  • Note : The listed duties and requirements are a general summary and not an exhaustive list. Specific tasks or competencies may vary depending on actual work assignments.

    Tell employers what skills you have

    Wealth Management

    Excellent Communication Skills

    Referrals

    Investment Advisory

    Structured Products

    Mandarin Chinese

    ETFs

    Financial Markets

    Attention to Detail

    Networking

    Bonds

    Banking

    Unit Trusts

    Equities

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    Investment • D01 Cecil, Marina, People’s Park, Raffles Place, SG

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