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Wealth/Investment Associate job in Bugis at Innowealth

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Wealth/Investment Associate at Innowealth

Wealth/Investment Associate

Innowealth Bugis Permanent
4,000 SGD - 8,000 SGD/Month

Wealth/Investment Associate


  • Monitor market risk and exposures and generate regular reporting on underlying exposure across mandates.
  • Provide investment advice to both prospective clients and existing clients. 
  • Provide timely updates to our clients with regular updates in relation to new product listing and strategies
  • Create sustainable relationships with our customers through portfolio reviews.
  • Develop Risk Management strategies based on their needs.
  • Converse with clients over zoom/telecall programs to understand their financial goals and provide relevant Investment advice.

Requirements

  • Proficiency in Excel, Word and other Microsoft office applications is a definite advantage.
  • Clear and confident communicator, with the ability to work within a team environment as well as autonomously.
  • Good work ethics and enthusiast in learning.
  • Full certification in GCE 'A' Level, International Baccalaureate Diploma, Polytechnic Diploma and above only.
  • No work experience is required for our trainee position.

  • Participate in investment research on investment managers and investment markets
  • Tracking the organization's investment
  • Prepare investment manager search reports
  • Deliver investment advice and implementation support
  • Provide clients with prospects with information on investments opportunities and make investment recommendations that are consistent with investment objective
  • Sell financial products and services to clients for investment purposes by performing the following duties
  • Facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified buyers
  • Solicit new and existing prospects/customers for investment needs
  • Evaluate the financial needs of clients and prospects, current holdings, and available investment capital, and help identify investment objectives
  • Provide clients with information and advice on purchase or sale of securities, financial services, and investment plans
  • Oversee the preparation of custom investment reports and client deliverables
  • Oversee the production and review of quarterly investment reports
  • Provide investment consultation investment and insurance products including annuities, mutual funds, related securities offerings
  • Conduct periodic investment reviews with clients, covering implementation of the client's investment strategy, the results obtained, and validating the client's current investment objectives
  • Introduce all new products to the field.

Recommended Skills

  • Analytical
  • Communication
  • Entrepreneurship
  • Finance
  • Problem Management
  • Relationship Building
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