Investment Portfolio Specialist

finexis advisory Pte Ltd; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking an Investment Portfolio Specialist to support clients through structured reviews of their investment portfolios. No prior experience is required, making it ideal for those interested in investments and portfolio strategy. The role involves utilizing AI tools for analysis and offers a pathway for career development through structured learning and mentorship, delivering measurable improvements in clients' investment outcomes.

Benefits

Access to a broad range of investment solutions

Structured learning and mentorship

Career development pathways

Qualifications

• Hold a minimum local diploma.
• Value professionalism and responsible client relationships.
• Interest in a stable, investment-oriented career.

Responsibilities

• Review client investment portfolios using AI-supported tools.
• Assist in periodic portfolio reviews based on market conditions.
• Learn core principles of portfolio construction and investment suitability.

Skills

Interest in investments and portfolio strategy

Professionalism

Analytical skills

Education

Minimum local diploma

Job description

About the Role

As an Investment Portfolio Specialist, you will support individuals and families through structured reviews of their investment portfolios and overall financial positioning, helping them to identify market opportunities, risk exposure, and portfolio alignment across different life stages.

What You Will Learn & Do

• Review client investment portfolios across asset allocation, risk exposure, diversification, and time horizon using structured, AI-supported analysis tools. Identify concentration risks, inefficiencies, or gaps within existing portfolio structures.
• Assist in periodic portfolio reviews as market conditions and client circumstances change. Support clarification discussions around portfolio performance, volatility, and risk management.
• Learn core principles of portfolio construction, asset allocation, and investment suitability. Develop the ability to interpret portfolio data and investment behaviour patterns.

Who We’re Looking For

• Hold a minimum local diploma (all disciplines welcome)
• Interested in investments and portfolio strategy
• Value professionalism, responsibility, and long-term client relationships
• Interested in a stable, investment-oriented career path
• No prior investment or financial services experience is required

Why Join Us?

• Operate within Singapore’s largest independently owned financial advisory platform
• Gain access to a broad, institutional-grade range of investment and wealth solutions
• Develop through structured learning, guided mentorship, and defined career pathways
• Do work that delivers real, measurable improvement in clients’ investment outcomes