Investment Executive

SF ADVISORY PTE. LTD.; Singapore; On-site; SGD 42,000 - 68,000; Full time

Benefits offered by this job

Incentives

Training and development

Wealth management exposure

Mentorship

Clients portfolio management

Flexible working environment

Career progression

Leadership opportunities

Job summary

SF Advisory Pte. Ltd. invites a motivated Investment Executive to guide clients through understanding financial objectives and selecting suitable long-term strategies.

You will meet clients, assess needs, propose investment and wealth-management solutions, present proposals, and maintain ongoing relationships while staying compliant with regulations. Fresh graduates welcome to apply, with strong communication skills and drive.

Qualifications

• Strong communication and interpersonal skills.
• Able to speak with clients comfortably.
• Interest in finance, investments, wealth management.
• Self-motivated and goal-oriented.
• Willing to learn and develop professionally.

Responsibilities

• Meet with clients to understand financial goals and objectives.
• Conduct needs assessments and review planning requirements.
• Analyse financial situations and recommend suitable strategies.
• Prepare proposals and recommendations for client discussions.
• Maintain accurate client records and ensure proper documentation.
• Develop new client relationships through referrals and networking.
• Follow compliance procedures and work with senior consultants.

Skills

Communication skills

Interpersonal skills

Relationship building

Networking

Client service orientation

Commercial mindset

Education

Diploma

Job description

Investment Executive

Location: Singapore

Employment Type: Full-Time

We are looking for a motivated and commercially minded Investment Executive to support clients in understanding their financial objectives, evaluating suitable strategies and making informed long-term financial decisions.

This role is suited to individuals who enjoy working with people, understanding financial needs, analysing different solutions and building long-term professional relationships.

Key Responsibilities

• Meet with clients to understand their financial goals, priorities and longer-term objectives.
• Conduct financial needs assessments and identify areas requiring further planning or review.
• Analyse clients’ financial situations and recommend suitable strategies based on their objectives and circumstances.
• Assist clients in understanding different financial, investment, protection and wealth-planning solutions.
• Prepare financial proposals, presentations and recommendations for client discussions.
• Conduct regular reviews with clients and update strategies as their circumstances or objectives change.
• Build and maintain strong, long-term professional relationships with clients.
• Develop new client relationships through referrals, networking, introductions and business development activities.
• Conduct market and product research to remain informed about relevant financial solutions and market developments.
• Explain financial concepts and available solutions clearly and professionally.
• Maintain accurate client records and ensure proper documentation of meetings and recommendations.
• Follow internal compliance procedures and applicable regulatory requirements.
• Work closely with senior consultants and management on client cases and strategic planning.
• Participate in training, professional development and industry-related programmes.
• Support client engagement activities, seminars, presentations and other business development initiatives.

What We Are Looking For

• Minimum Diploma in any discipline.
• Strong communication and interpersonal skills.
• Comfortable meeting and speaking with clients.
• Interest in finance, investments, wealth management and personal financial planning.
• Strong relationship-building and networking abilities.
• Commercially minded and motivated to develop a professional client base.
• Able to understand clients’ needs and present suitable solutions clearly.
• Self-motivated, disciplined and goal-oriented.
• Good organisational and follow-up skills.
• Able to work independently while contributing effectively within a team.
• Strong sense of professionalism and integrity.
• Comfortable working in a performance-driven environment.
• Experience in banking, finance, investment, consulting, sales, business development or client servicing will be an advantage.
• Fresh graduates with the right attitude and willingness to learn are welcome to apply.

The Ideal Candidate

You are someone who enjoys working with people as much as working with numbers.

You are interested in understanding how individuals make financial decisions and enjoy helping clients structure their finances around their short-term and long-term objectives.

You are comfortable building relationships, asking the right questions and presenting recommendations in a clear and professional manner.

The ideal candidate is ambitious, personable, disciplined and interested in developing a long-term career in financial advisory, investment planning and wealth management.

What We Offer

• Competitive remuneration and performance-based incentives
• Structured professional training and development
• Exposure to financial planning, investment and wealth-management concepts
• Mentorship from experienced professionals
• Opportunity to build and manage a professional client portfolio
• Flexible and entrepreneurial working environment
• Clear career progression based on performance and professional development
• Opportunities to develop leadership and management capabilities