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Investment Consultant


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EA License No.: PS20200678
51-100
Financial Services
2 hours ago
Posted date
2 hours ago
SeniorMinimum level
Senior
Full-timeEmployment type
Full-time

Job Overview

We are looking for an experienced and highly analytical investment advisor to join our Singapore team. This role will involve providing professional investment strategy advice and treasury management solutions to institutional and corporate clients, helping them optimize asset allocation and improve investment returns. Ideal candidates should possess in-depth knowledge of financial markets, excellent client communication skills, and rigorous analytical thinking.

Key Responsibilities

Client Consulting and Analysis: Provide professional investment strategy advice to institutional and high-net-worth clients, including asset allocation, portfolio management, and risk management solutions.

Market Research: Continuously track global macroeconomic conditions, financial market dynamics, and regulatory policy changes; write professional investment analysis reports and market insights.

Solution Design: Design customized investment solutions and treasury management strategies based on client needs and risk appetite.

Client Relationship Management: Establish and maintain long-term partnerships with key clients, providing regular portfolio reviews and strategy adjustment recommendations.

Product Development Support: Work closely with the product team to participate in the development of new investment products and solutions based on market insights and client needs.

Compliance and Risk Control: Ensure all investment advice and consulting services comply with the relevant regulatory requirements of the Monetary Authority of Singapore (MAS).

Team Collaboration: Work closely with sales, product, and risk management teams to provide comprehensive financial service support to clients.

Job Requirements

Master's degree or above in finance, economics, business, or a related field.

5+ years of experience in investment consulting, wealth management, or asset management; preference will be given to candidates holding relevant professional certifications (e.g., CFA, FRM).

Proficient in the Singapore financial market and related regulations; possess an MAS representative license or be able to obtain such a license quickly.

Proof of outstanding financial analysis skills and portfolio management experience.

Excellent client relationship management and communication skills; able to build trust with high-net-worth clients.

Excellent written and verbal communication skills; able to write professional investment analysis reports.

Team spirit; able to handle multiple projects in a fast-paced environment.

Proficient in using financial data terminals such as Bloomberg and Reuters, as well as office software.

Related tags
human resources, fintech
investment advisor
JOB SUMMARY
Investment Consultant
Singapore
2 hours ago
Senior
Full-time

Investment Consultant