2412-Financial and Investment Advisers

Job Title: 

Financial and Investment Advisers

Job Description: 

Financial and investment advisers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.


Tasks include:

  • building and maintaining a client base
  • interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
  • setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • arranging to buy and sell stocks and bonds for clients
  • monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • Providing consultancy services to individuals and organisations to advise them on better financial and investments managements
Additional Notes: 

This unit group includes

Financial investment adviser
Relationship manager

This unit group excludes

Insurance agent (3321)
Independent financial planner (3321)

Specific Occupations: 

Financial/Investment adviser (eg relationship manager)

International Careers(ISCO): 
Similar O*NET Careers (USA) : 
Source Of Info: 

Source: SINGAPORE STANDARD OCCUPATIONAL CLASSIFICATION 2015, Department of Statistics, Ministry of Trade & Industry, Republic of Singapore