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Investment Consultant-Advisor Job Opening In Singapore, Singapore – Now Hiring Sourceo Pte Ltd


Job description

Job Purpose
Deliver investment advice that meets client's financial objectives and needs profile.


Preferable with at least
3-5 years’ experience in wealth advisory field .


Key Responsibilities
Partner with the Priority Banking Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client's financial objectives and needs profile.


Utilise in-house advisory platforms to deliver holistic investment advisory to clients.


Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events.


Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration.


Provide training to RMs on portfolio construction and proposals, product and system knowledge.


Regulatory & Business Conduct
Display exemplary conduct and live by the Group's Values and Code of Conduct.


Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct.


This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.


Effectively and collaboratively identify, elevate, mitigate and resolve risk, conduct and compliance matters.


Ideal Candidate
Degree in Finance, Business, Economics, or Banking
3+ years in Investment Advisory within Wealth/Retail Banking
Strong passion for financial markets
Solid knowledge of Unit Trusts, Bonds, FX & Structured Products
Excellent communication and presentation skills
Proactive, detail-oriented, and a team player
Strong understanding of portfolio management and market trends
#J-18808-Ljbffr

Required Skill Profession

Other General


  • Job Details

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Unlock Your Investment Consultant Potential: Insight & Career Growth Guide


Real-time Investment Consultant Jobs Trends (Graphical Representation)

Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Investment Consultant in Singapore, Singapore, highlighting market share and opportunities for professionals in Investment Consultant roles.

5968 Jobs in Singapore
5968
5487 Jobs in Singapore
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Download Investment Consultant Jobs Trends in Singapore and Singapore

Are You Looking for Investment Consultant Advisor Job?

Great news! is currently hiring and seeking a Investment Consultant Advisor to join their team. Feel free to download the job details.

Wait no longer! Are you also interested in exploring similar jobs? Search now: .

The Work Culture

An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Sourceo Pte Ltd adheres to the cultural norms as outlined by Expertini.

The fundamental ethical values are:

1. Independence

2. Loyalty

3. Impartiapty

4. Integrity

5. Accountabipty

6. Respect for human rights

7. Obeying Singapore laws and regulations

What Is the Average Salary Range for Investment Consultant Advisor Positions?

The average salary range for a varies, but the pay scale is rated "Standard" in Singapore. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

What Are the Key Qualifications for Investment Consultant Advisor?

Key qualifications for Investment Consultant Advisor typically include Other General and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

How Can I Improve My Chances of Getting Hired for Investment Consultant Advisor?

To improve your chances of getting hired for Investment Consultant Advisor, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

Interview Tips for Investment Consultant Advisor Job Success

Sourceo Pte Ltd interview tips for Investment Consultant Advisor

Here are some tips to help you prepare for and ace your Investment Consultant Advisor job interview:

Before the Interview:

Research: Learn about the Sourceo Pte Ltd's mission, values, products, and the specific job requirements and get further information about

Other Openings

Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

Dress Professionally: Choose attire appropriate for the company culture.

Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

During the Interview:

Be Punctual: Arrive on time to demonstrate professionalism and respect.

Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.

Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.

Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.

Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.

Follow Up: Send a thank-you email to the interviewer within 24 hours.

Additional Tips:

Be Yourself: Let your personality shine through while maintaining professionalism.

Be Honest: Don't exaggerate your skills or experience.

Be Positive: Focus on your strengths and accomplishments.

Body Language: Maintain good posture, avoid fidgeting, and make eye contact.

Turn Off Phone: Avoid distractions during the interview.

Final Thought:

To prepare for your Investment Consultant Advisor interview at Sourceo Pte Ltd, research the company, understand the job requirements, and practice common interview questions.

Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Sourceo Pte Ltd's products or services and be prepared to discuss how you can contribute to their success.

By following these tips, you can increase your chances of making a positive impression and landing the job!

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