Toa Payoh - Junior Investment Advisor (Offshore)

As a Junior Investment Associate, you will be part of our front-office investment specialist team, supporting offshore high-net-worth (HNW) clients. Your responsibilities will include:

• Engaging and nurturing prospective clients to build meaningful customer relationships
• Performing Know-Your-Customer (KYC) checks and financial needs analysis
• Researching and preparing client deliverables to provide our clients with new investment ideas and customised investment advice that meet their objectives
• Regular monitoring and rebalancing of client's portfolios
• Providing clients with timely market updates
• Ensuring that all regulated activities are in compliance with regulatory requirements

Requirements:

• Singaporean or Singaporean Permanent Resident (PR)
• Excellent communication skills and full professional fluency in English (Professional fluency in a second language such as Mandarin Chinese, Cantonese, Thai, Bahasa Indonesia, or Hindi will be advantageous)
• At minimum, be in possession of the following academic qualifications or their equivalents:
• Bachelor's/University degree
• Diploma from an accredited polytechnic in Singapore
• Be highly motivated and self-directed with effective time management skills
• Must be client-oriented, articulate and confident in engaging others
• Be interested and have some knowledge across a wide range of investment products (e.g. ETFs, REITs, Unit Trusts, Derivatives etc.)
• Must be able to convey financial concepts clearly and professionally, both in writing and in conversation
• Familiarity with FATCA will be considered an added advantage.
• Candidates who have passed their CMFAS papers and CACS Examinations will be prioritised

We’re looking for individuals with a positive mindset, strong work ethic, and a genuine interest in building a rewarding career in customer-focused investment advisory to join our team.

Candidates without working experience may apply, as training will be provided; but candidates with prior relevant experience can expect to receive remuneration that is commensurable with their qualifications and experience.