Investment Advisor / focused on specialized investment portfolios ( mid-career transitions are welcomed )

Company Description

Global financial services organization serving over 40 million customers, including individuals, businesses, and governments across 64 countries and territories. With a presence on major stock exchanges and we leverage its global expertise and extensive network to provide innovative and personalized financial solutions. Committed to creating opportunities for customers and fostering sustainability.

Role Description

This is a full-time hybrid role for a Financial Advisor based in Singapore, offering a blend of on-site and remote work flexibility. The Financial Advisor will be responsible for assessing client financial needs and providing tailored financial planning, investment, and retirement planning solutions. The role requires analyzing financial data, devising effective strategies, delivering customized advice, and building strong client relationships to meet their long-term financial goals.

Qualifications

• Expertise in Financial Planning and Retirement Planning to guide clients through their life stages
• Strong knowledge of Finance and Investments to develop tailored financial portfolios
• Experience in Financial Advisory to provide data-driven and goal-oriented guidance
• Excellent interpersonal and communication skills to foster strong client relationships
• Sound analytical and decision-making skills to interpret financial data and market trends
• Proficiency in regulatory compliance and financial products, including relevant certifications such as CFP or equivalent
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Prior experience in the financial or banking sector in a similar role is highly advantageous