Investment Adviser (FSM Global)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected] OR

WhatsApp +65 80863812 (wa.me/+6580863812)

I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.

Job Responsibilities

• Counsel account holders on constructing diversified investment portfolios tailored to achieve their personal milestones.
• Demonstrate the ability to clearly articulate asset management principles and financial instruments, including mutual funds, fixed-income securities, equities, and exchange-traded funds.
• Nurture and expand consumer relationships, which includes conducting comprehensive portfolio reviews and briefings for clients.
• Deliver efficient transactional and operational support for clients
• Offer internal recommendations and insights aimed at elevating the end-to-end client journey.
• Involve in projects and testing when required
  

Job Requirements

• Possess a university degree (ideally major in Finance, Business Administration, or an equivalent field), coupled with 1 to 2 years of relevant professional experience (ideally within retail banking, customer relations, sales, or marketing sectors).
• Holding active passes or official waivers for the mandatory CMFAS examination modules will be highly beneficial.
• Excellent interpersonal and communication skills, both verbal and written
• Exhibit a deep passion for capital markets, investment strategies, and financial sector developments.
  

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