Fisher Investments

Investment Counsellor

Fisher Investments

full-time

Posted on:

Origin:  • 🇸🇬 Singapore

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Job Level

Mid-LevelSenior

About the role

  • Stop prospecting; work with a provided roster of high-net-worth clients
  • Be the voice of Fisher Investments Singapore and partner with portfolio decision-makers, research teams, client service associates, and the sales team
  • Educate clients on the firm's top-down portfolio strategy, their investments, and important market events
  • Proactively connect with clients on a quarterly basis to review asset allocation and long-term financial goals
  • Report to a group manager who supports career development and rely on the sales team to gradually build your roster

Requirements

  • 5+ years of experience creating and building new client relationships and instilling trust within the investment industry
  • Knowledge of the Singapore asset management industry, regulations and procedures
  • University degree, suitable graduate diplomas or equivalent combination of experience
  • Yield a thoughtful consultative approach with an emphasis on client focus