Toa Payoh - Fund Investment Advisor
Toa Payoh 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.
Geylang, 4 km from Toa Payoh
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...
AVRIO WEALTH PTE. LTD.Toa Payoh
comprehensive and personalized financial plans, implement an investment plan that aligns to their goals along with tax and estate planning. This role is good for someone who also wants to grow their client base with Brits or Aussies who are US based...
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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...