FSM Investment Advisory

IFAST FINANCIAL PTE. LTD.

Singapore
Not specified (assumed hybrid)
Advise clients on investment portfolios
Explain wealth management concepts
Manage client relationships
IFAST Financial Pte. Ltd. is seeking a candidate for the FSM Investment Advisory role, focusing on advising clients about investment portfolios and building strong client relationships. The ideal candidate should possess a degree in Finance or a related field, along with relevant experience and a strong interest in investment topics

Job Summary

  • The role involves advising clients on building investment portfolios that meet their life goals.
  • Candidates must effectively explain complex wealth management concepts including unit trusts, bonds, stocks, and ETFs.
  • The position requires managing client relationships and providing efficient transactional and operational support.

Matching Summary

Match Score: 75

IFAST Financial Pte. Ltd. is seeking a candidate for the FSM Investment Advisory role, focusing on advising clients about investment portfolios and building strong client relationships. The ideal candidate should possess a degree in Finance or a related field, along with relevant experience and a strong interest in investment topics.

Skills & Requirements

Must-have

  • advise clients on investment portfolios
  • explain wealth management concepts
  • manage client relationships

Nice-to-have

  • excellent interpersonal skills
  • strong interest in finance topics
  • ability to deliver presentations

Key Requirements

  • Degree holder in Finance or related discipline
  • 1-2 years of related working experience
  • CMFAS modules certificates or exemptions advantageous

Work Rights

Not specified

Tailored Resume

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