Investment Counsellor
Fisher Investments
full-time
Posted on:
Location: 🇸🇬 Singapore
Visit company websiteJob 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