Investment Consultant

Responsibilities :

• Conduct thorough financial analyses to assess clients' investment needs and goals.

• Develop personalized investment strategies based on clients' risk tolerance, financial situation, and objectives.

• Stay abreast of market trends, economic indicators, and investment opportunities to provide informed recommendations.

• Execute trades and manage investment portfolios in alignment with clients' objectives and market conditions.

• Provide ongoing portfolio reviews and performance reports to clients, ensuring transparency and effective communication.

• Cultivate and maintain strong client relationships through regular meetings, communication, and understanding of their evolving financial circumstances.

• Collaborate with internal teams to stay updated on financial products, regulatory changes, and industry best practices.

• Keep accurate records of client interactions and transactions while adhering to compliance and regulatory standards.

• Actively participate in team meetings, training sessions, and contribute to the overall success of the Singapore branch.

Requirements :

• Bachelor's degree in Finance, Economics, or related field. Advanced degrees and certifications (e.g., CFA, CFP) are a plus.

• Proven experience as an Investment Consultant or similar role in the financial industry.

• In-depth knowledge of financial markets, investment products, and portfolio management.

• Strong analytical and problem-solving skills with attention to detail.

• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.

• Familiarity with regulatory requirements and compliance standards in Singapore.

• Proficient in relevant software and tools for financial analysis and portfolio management.

• Requires a minimum of 10 years of experience in the wealth management industry.

• Good communication and organization skills, with the ability to interact with senior stakeholders in Taiwan Head Office

• Must have passed both CACS Paper 1 & Paper 2 examinations