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Investment Counsellor
Moomoo SG
Posted
3 weeks ago

Singapore, Singapore

Onsite

SGD 5K

Junior Level

Full Time

Job Categories

Finance Consulting Sales Client Wealth

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Skills

Experience

Industry

Sema Summary

As an Investment Counsellor at Moomoo SG, you will engage with clients to provide investment advice and wealth management solutions. You are expected to have a solid understanding of financial products and demonstrate strong client relationship management skills. This junior role, located in Singapore, requires a proactive individual eager to assist in achieving client financial goals. Ideal candidates will possess a background in finance or sales.

About Company

Moomoo SG is a financial technology company focused on providing investment solutions and services to individuals and institutions. They aim to empower clients with the tools and knowledge needed for effective wealth management.

Core Requirements

Bachelor's degree in Finance or related field
Strong communication skills
Client relationship management experience
Knowledge of financial products
Ability to work in a team

Responsibilities

Assist clients with investment strategies
Provide updates on market trends
Respond to client inquiries promptly
Conduct financial analyses for clients
Develop personalized investment plans
Support in achieving client financial goals
Maintain accurate client records

Must Have skills

Financial analysisClient managementCommunicationSales techniquesTeam collaboration

Nice To Have Skills

Investment product knowledgePresentation skillsProblem-solvingTime managementBasic financial regulations knowledge

Job Keywords

InvestmentCounsellorWealth ManagementFinanceClient Relations

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