Investment Consultant

Roles & Responsibilities

Responsibilities :

• Conduct thorough financial analyses to assess clients' investment needs and goals.
• Develop personalized investment strategies based on clients' risk tolerance, financial situation, and objectives.
• Stay abreast of market trends, economic indicators, and investment opportunities to provide informed recommendations.
• Execute trades and manage investment portfolios in alignment with clients' objectives and market conditions.
• Provide ongoing portfolio reviews and performance reports to clients, ensuring transparency and effective communication.
• Cultivate and maintain strong client relationships through regular meetings, communication, and understanding of their evolving financial circumstances.
• Collaborate with internal teams to stay updated on financial products, regulatory changes, and industry best practices.
• Keep accurate records of client interactions and transactions while adhering to compliance and regulatory standards.
• Actively participate in team meetings, training sessions, and contribute to the overall success of the Singapore branch.

Requirements :

Tell employers what skills you have

Wealth Management

Investment Strategies

Asset Allocation

Investments

Wealth Accumulation

Wealth

Selling

Financial Markets

Adaptability

Compliance

Pressure

Life Insurance

Bonds

Capital

Financial Services

Equities