Investment Sales Advisor
ROUND VENTURE PTE. LTD. · Singapore
Job description
About the role
The Investment Sales Advisor provides personalized investment advice, manages client portfolios, and conducts market research to help clients achieve their financial goals.
Key responsibilities
- Offer personalized investment advice and recommendations to clients.
- Help clients understand investment options and strategies.
- Create and manage client investment portfolios aligned with goals and risk profiles.
- Develop and adjust investment strategies as needed.
- Research investment products, markets, and trends.
- Assess investment opportunities, risks, and conduct due diligence.
- Ensure investments align with client objectives and risk tolerance.
- Monitor portfolio performance and communicate regularly with clients.
Required profile
Required skills
What we offer
- Competitive monthly salary ranging from SGD 4,000 to SGD 12,000.
- Full‑time permanent position.
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Published 1 month ago
Expires 1 week from now
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ROUND VENTURE PTE. LTD.
Singapore
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