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.
Questions fréquentes
Why are you reporting this job?
Explore further
Salaries, guides and searches in Singapore.
Salaries by job title
Apply in 30 seconds
Enter your email to apply. An account will be created automatically.
By continuing, you accept our terms of use.
Already have an account? Login
A question about this job?
Ask it here: you will get the full job summary by e-mail, right away.
Published 1 month ago
Expires 1 week from now
57 views · 0 interested
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
ROUND VENTURE PTE. LTD.
Singapore
Related job offers
-
Senior Manager - Pre Trade Services
ANZ Banking Group Limited Singapore -
Associate Director - Balance Sheet Trading
ANZ Banking Group Limited Singapore -
Assistant Finance Manager – Financial Reporting
RECRUIT EXPRESS PTE LTD Singapore -
Associate Director - Business Execution
ANZ Banking Group Limited -
Insurance Broking Executive
SEARCH PERSONNEL PRIVATE LIMITED Tampines