Fund Investment Advisor - Geylang
Geylang Full-time
Job Description & Requirements
Job Responsibilities:
- Identify and acquire new clients to grow the firm’s fund investment business
- Provide professional fund investment advice and tailored asset allocation plans
- Monitor market trends and analyze/select appropriate fund products
- Build and maintain strong client relationships with regular follow-ups
Requirements:
- Bachelor’s degree or above, preferably in Finance, Economics, or related fields
- Excellent communication and client service skills
- Experience in fund sales, financial advisory, or business development is preferred
- Existing client resources are a strong advantage
Compensation & Benefits:
- Competitive base salary + high performance-based commissions
- Clear career progression path
- Paid annual leave and other benefits
About Us:
Morgan Fund is a financial services company specializing in fund investment and wealth management. We are dedicated to helping high-net-worth clients achieve stable, professional, and personalized investment results. Join us and grow with a team that values passion, professionalism, and long-term success.
Toa Payoh, 4 km from Geylang
Job Description & Requirements
Job Responsibilities:
• Identify and acquire new clients to grow the firm’s fund investment business
• Provide professional fund investment advice and tailored asset allocation plans
• Monitor market trends...
CITIBANK SINGAPORE LIMITEDBedok, 4 km from Geylang
Counselor (IC) manages investment relationships and delivers our Chief Investment Officer (CIO)’s views to our wealth clients.
• IC is expected to function as one of the primary client contacts, and trusted investment advisor for clients, including direct...
Geylang
first investment advisory without conflicts of interest.
Key Responsibilities
• Act as a trusted investment advisor to UHNW/HNW clients, providing tailored asset allocation and portfolio solutions.
• Work alongside Relationship Managers to deliver...