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Moomoo SG

Investment Counsellor

Moomoo SG

Posted

3 weeks ago

Singapore, Singapore

Onsite

SGD 8K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Investment Counsellor role at Moomoo involves providing investment advisory across various asset classes. Candidates will support high-net-worth clients with tailored investment solutions and portfolio management.

About Company

Moomoo Financial Singapore Pte. Ltd. is a next-generation digital brokerage that offers trading and wealth management services through its investment super-app. The company aims to democratize investing and enhance the investing experience using technology.

Core Requirements

  • Bachelor's degree
  • 5-10 years of experience in private banking or wealth advisory
  • Strong knowledge of multi-asset investments
  • Excellent communication skills
  • Analytical skills and risk awareness

Responsibilities

  • Provide investment advisory across multi-asset classes
  • Execute and monitor wealth management product flows
  • Conduct portfolio reviews and propose asset allocation
  • Support Relationship Managers in client meetings
  • Produce market insights and investment commentaries
  • Coordinate with internal teams for compliance and execution
  • Track market developments and generate trade ideas

Benifits

  • Comprehensive insurance coverage
  • Career development opportunities
  • Diverse work environment
  • Team-bonding programs
  • Business casual work attire

Must Have skills

Investment knowledgePortfolio constructionRisk profilingCommunication skillsAnalytical skills

Job Keywords

InvestmentCounsellorWealth ManagementFinancial ServicesAdvisory

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