Investment Broker – Client Acquisition & Portfolio Management

About the role

We are seeking an Investment Broker to facilitate investment transactions and guide clients on investment opportunities across Singapore. The role involves acquiring new clients, providing tailored investment advice, and managing portfolios while ensuring compliance with regulatory standards.

Key responsibilities

• Client Acquisition: Attract and retain clients, understanding their financial goals, risk tolerance, and investment objectives.
• Investment Advice: Provide investment advice, recommending suitable financial products.
• Portfolio Management: Assist clients in managing their investment portfolios and monitoring performance.
• Market Research: Stay up-to-date on market trends, economic conditions, and regulatory changes, providing informed investment guidance.
• Compliance: Ensure adherence to regulatory requirements, industry standards, and company policies.

Required profile

• Ability to attract and retain clients by understanding their financial goals, risk tolerance, and investment objectives.
• Commitment to comply with regulatory requirements, industry standards and company policies.
• Capability to stay updated on market trends, economic conditions and regulatory changes.

Required skills