Investment Advisor - eFinancialCareers at eFinancialCareers | Rozgoo | Rozgoo

eFinancialCareers

Singapore, SG · On-site · Full-time

Investment Advisor - eFinancialCareers

Posted 12 days ago

Location: Singapore, SG
Work mode: On-site
Employment: Full-time
Experience: Mid-level · 2+ yrs
Education: bachelor's

About the role

© 2026 Rozgoo

About the Role This role is intended for experienced financial advisory representatives or individuals who are new to the financial advisory industry, and banking professionals who are interested in developing their advisory practice and building leadership capabilities for transition into management. The role combines client advisory, business development and team-development responsibilities. The successful candidate will develop and manage a client portfolio while supporting candidate and de…

Requirements

2+ years financial advisory or banking experience
bachelor's degree preferred
strong client service skills
business development experience
team leadership potential

Skills

financial advisory
client portfolio management
business development
team leadership
financial planning
investment products
banking
client relations
leadership development
financial services regulations
compliance knowledge
crm software
communication skills
sales strategies

About the company

eFinancialCareers

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated today.

eFinancialCareers

Investment Advisor - eFinancialCareers