Investment Adviser (FSM Global)

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg OR WhatsApp +65 80863812 (wa.me/+6580863812) I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles. Job Responsibilities • Counsel account holders on constructing diversified investment portfolios tailored to achieve their personal milestones. • Demonstrate the ability to clearly articulate asset management principles and financial instruments, including mutual funds, fixed-income securities, equities, and exchange-traded funds. • Nurture and expand consumer relationships, which includes conducting comprehensive portfolio reviews and briefings for clients. • Deliver efficient transactional and operational support for clients • Offer internal recommendations and insights aimed at elevating the end-to-end client journey. • Involve in projects and testing when required Job Requirements • Possess a university degree (ideally major in Finance, Business Administration, or an equivalent field), coupled with 1 to 2 years of relevant professional experience (ideally within retail banking, customer relations, sales, or marketing sectors). • Holding active passes or official waivers for the mandatory CMFAS examination modules will be highly beneficial. • Excellent interpersonal and communication skills, both verbal and written • Exhibit a deep passion for capital markets, investment strategies, and financial sector developments. By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.