Investment Advisor

ACE ASSET MANAGEMENT PTE. LTD.

Singapore, , Singapore
Sgd 4,500 - 6,500 / monthly pm
On-site
Financial planning advice
Investment strategy development
Client portfolio management
ACE Asset Management Pte. Ltd. is seeking a full-time on-site Investment Advisor in Singapore. The role involves providing financial planning advice, developing investment strategies, and managing client portfolios while focusing on strong customer relationships

Job Summary

  • The Investment Advisor will be responsible for providing financial planning advice and managing client portfolios to meet financial goals.
  • Building strong customer relationships and delivering excellent customer service are key aspects of the role.
  • The role includes monitoring market trends and analyzing financial data to provide informed recommendations.

Matching Summary

Match Score: 85

ACE Asset Management Pte. Ltd. is seeking a full-time on-site Investment Advisor in Singapore. The role involves providing financial planning advice, developing investment strategies, and managing client portfolios while focusing on strong customer relationships.

Salary

SGD 4,500 - 6,500 / Monthly

Skills & Requirements

Must-have

  • financial planning advice
  • investment strategy development
  • client portfolio management
  • market trend monitoring
  • financial data analysis
  • customer relationship building

Nice-to-have

  • collaborate with senior advisors
  • participate in client meetings
  • business development capabilities
  • mentorship and performance feedback
  • retirement and legacy planning expertise

Key Requirements

  • structured mentorship and support for industry certifications
  • experience in financial planning and portfolio construction
  • participation in wealth strategy discussions

Work Rights

Not specified

Tailored Resume

Cover Letter