Investment Associate - D09 Cairnhill, Orchard, River Valley, SG

Roles & Responsibilities

• 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
• 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.
• Educate clients regarding the range of applicable investment options available to them

Tell employers what skills you have

Market Research

Microsoft Excel

Due Diligence

Analytical Skills

Tolerance

Valuation

Investments

Venture Capital

Investment Banking

Cold Calling

Private Equity

Portfolio Management

Networking

Financial Modelling

Capital

Sourcing