全职 INVESTMENT ADVISOR 工作, 薪水 up to SGD 8,000, WHITE SOCIETY PTE. LTD. 公司招聘中 - Ricebowl

Provide investment advice and guidance to clients:

• Offer personalized investment advice and recommendations

• Help clients understand investment options and strategies

• Provide guidance on portfolio management and asset allocation
  

Manage client portfolios and develop investment strategies:

• Create and manage client investment portfolios

• Develop investment strategies aligned with client goals and risk profile

• Monitor and adjust portfolios as needed
  

Conduct market research and due diligence on investments:

• Research investment products, markets, and trends

• Assess investment opportunities and risks

• Conduct due diligence on potential investments
  

Ensure client investments meet their goals and risk profile:

• Ensure investments align with client objectives and risk tolerance

• Monitor portfolio performance and adjust as needed

• Communicate regularly with clients on portfolio performance and strategy

White Society was born to provide consultancy to companies to enhance their business framework.

Connecting the right people and business together is our forte.

We are committed to improve the value we provide to our clients.