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Open nowPosted 15 days ago

Investment Consultant

MyCareersFuture94,028 open roles

Pay
SGD 4,000 – SGD 7,000 a month
Where
Singapore
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Your applicationOpen nowInvestment ConsultantMyCareersFuture · Singapore

  1. YouYes, apply to this one.

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The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 15 days ago

The posting

Industry: Financial Services Employment Type: Full-time

About the Role

We are seeking a motivated and client-focused Investment Consultant to provide investment guidance and financial solutions to clients. The successful candidate will be responsible for understanding clients' financial objectives, developing suitable investment strategies and building long-term client relationships.

Key Responsibilities

  • Understand clients' financial goals, investment objectives and risk profiles.
  • Provide information and guidance on suitable investment and financial products.
  • Develop personalised investment strategies based on clients' needs and objectives.
  • Build and maintain long-term relationships with new and existing clients.
  • Conduct client consultations, presentations and investment reviews.
  • Monitor market developments, economic trends and investment opportunities.
  • Review clients' portfolios and provide appropriate recommendations where required.
  • Identify and develop new business opportunities through networking, referrals and client engagement.
  • Maintain accurate records of client interactions and investment recommendations.
  • Work closely with internal teams to support client onboarding and service delivery.
  • Meet individual and team sales or business development targets.
  • Ensure all client interactions and recommendations comply with company policies and applicable regulatory requirements.

Requirements

  • Diploma or Bachelor's degree in Finance, Business, Economics or a related discipline.
  • 1–5 years of experience in investment consulting, wealth management, financial advisory, banking or sales.
  • Strong interest in investments and financial markets.
  • Excellent communication, presentation and interpersonal skills.
  • Strong client relationship management and business development abilities.
  • Good analytical and problem-solving skills.
  • Self-motivated, target-driven and comfortable working in a performance-oriented environment.
  • Relevant financial services qualifications or certifications will be an advantage.

What We Offer

  • Competitive basic salary with performance incentives.
  • Attractive career progression opportunities.
  • Professional training and development.
  • Exposure to investment and wealth management solutions.
  • Dynamic and client-focused working environment.
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