Investment Sales Manager

STAFFELLA RECRUITMENT AGENCY; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services company in Singapore is seeking an experienced Investment Sales Manager to support and manage client investment portfolios. In this full-time role, you will provide strategic recommendations and contribute to the growth of the wealth management business. Responsibilities include conducting client reviews, preparing financial reports, and ensuring compliance with regulations. Join a dynamic team focused on service excellence and client relationships.

Responsibilities

• Assist in the management and servicing of client investment portfolios.
• Conduct regular reviews and provide tailored investment recommendations aligned with clients’ financial goals.
• Work closely with Senior Managers to support high-net-worth clients with advisory and portfolio services.
• Prepare financial analysis reports and monitor market trends to identify opportunities and risks.
• Coordinate with internal stakeholders to ensure timely execution of investment strategies and client requests.
• Participate in regular investment meetings and training sessions with fund managers and product teams.
• Ensure compliance with regulatory requirements and internal policies.

Job description

Overview

As part of one of the world’s largest banking and financial services organisations, the company is committed to delivering innovative, client-focused financial solutions. We place strong emphasis on service excellence, sustainability, and long-term client relationships.

Role Overview

We are looking for an Investment Sales Manager to join our Wealth and Personal division. This is a full-time, office-based role focused on supporting and managing client investment portfolios, providing strategic recommendations, and contributing to the growth of company\'s wealth management business.

Key Responsibilities

• Assist in the management and servicing of client investment portfolios.
• Conduct regular reviews and provide tailored investment recommendations aligned with clients’ financial goals.
• Work closely with Senior Managers to support high-net-worth clients with advisory and portfolio services.
• Prepare financial analysis reports and monitor market trends to identify opportunities and risks.
• Coordinate with internal stakeholders to ensure timely execution of investment strategies and client requests.
• Participate in regular investment meetings and training sessions with fund managers and product teams.
• Ensure compliance with regulatory requirements and internal policies.