Investment Advisor
Job Description
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456) on
+65 80358497
or email
I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.
https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D
(Mid–Senior Level | Team Leadership& Advisory Growth)
NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.
Overview
An Investment Advisor role that providesstrategic investment advisory and supports the development and enhancement of investment products in line with market trends and organisational objectives. You will collaborate across teams, ensure regulatory compliance, and contribute insights that drive informed business and investment decisions.
Key Responsibilities
- Offer guidance on investment strategies that align with organisational goals, market developments, and broader economic conditions
- Contribute to business expansion and product development initiatives by providing strategic insights and working across teams
- Support the creation, rollout, and improvement of investment products and structures
- Serve as a subject matter expert to assist in marketing efforts, sales support, and due diligence processes
- Manage relationships with external partners and ensure smooth operational workflows
- Ensure adherence to regulatory standards and internal governance policies
- Perform market research, competitor analysis, and performance tracking to inform decision-making
Requirements
- Demonstrated experience in investment advisory, portfolio management, or a related financial services role, preferably with institutional clients
- Strong knowledge of asset allocation, financial markets, and investment instruments
- Familiarity with regulatory frameworks and operational practices within investment management
- Analytical and strategic thinker with a strong focus on achieving results
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