About this role
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
What they're looking for
Market ResearchInvestment AdvisoryDue DiligenceInterpersonal Skills
About Round Venture Pte. Ltd.
Industry: Financial & insurance
Frequently asked questions
What does a Investment Advisor at Round Venture Pte. Ltd. do?
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: - Crea…
What skills does this Investment Advisor role need?
Key skills for this role include Market Research, Investment Advisory, Due Diligence, Interpersonal Skills.
How much does a Investment Advisor at Round Venture Pte. Ltd. pay?
This role lists a salary of S$4,000 – S$8,000 per month.
Is this Investment Advisor role remote, hybrid, or on-site?
The listing is based in Islandwide. Check the posting for remote or hybrid options.
How do I apply for this Investment Advisor role?
You can apply directly on Round Venture Pte. Ltd.'s careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.