Investment Specialist

Invictus Advisory Pte Ltd; Singapore; On-site; SGD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking driven individuals to join as Investment Specialists. In this dynamic role, you will engage with clients to provide tailored wealth management solutions through a variety of financial products. With a focus on professional development, you'll receive comprehensive training and mentorship to enhance your investment knowledge and skills. This opportunity allows you to maximize your potential in a supportive environment while contributing to clients' financial success. If you're passionate about finance and eager to grow, this position is perfect for you.

Benefits

Tiered financial reward system

Career guidance

Senior mentorship

Dynamic work environment

Qualifications

• Self-motivated and confident with excellent communication skills.
• Minimum A Levels or Diploma from a recognized institution.

Responsibilities

• Provide excellent client service and advisory services daily.
• Offer suitable wealth management solutions to clients.

Skills

Excellent communication skills

Interpersonal skills

Client servicing experience

Self-motivated

Confidence

Education

A Levels/Diploma

Job description

Benefits:

1. Tiered financial reward system to recognise high achievers in Investments
2. Career guidance and senior mentorship
3. Company culture that prioritises being efficient
4. Dynamic environment to maximise each individual's potential

We are currently expanding aggressively in the region and are looking for passionate, driven and self-motivated candidates to join us as an Investment Specialist.

We offer B2B and B2C solutions that specialise in building clients’ wealth through financial instruments.

You will acquire a multitude of investment knowledge and gain financial market acumen by dealing extensively with multiple fund houses and their in-house analysts.

You will provide customised solutions for your clients' wealth investment needs through our wide range of comprehensive services and financial products from our partners.

Structured and diverse learning modules will be provided to ensure that you have every technical and communication skill to perform at your best potential.

Comprehensive on-the-job training will be provided continuously for professional development and career advancement in financial services.

Responsibilities:

1. Excellent client service
2. Advisory services on a day-to-day basis
3. Providing one-stop advisory to clients through offering suitable wealth management solutions
4. Play an active part in sales campaigns and activities

Requirements:

1. Self-motivated, confident and positive individual
2. At least 21 years old & above
3. Minimum A Levels/Diploma from a recognized institution
4. Outspoken with excellent communication and interpersonal skills
5. Ability to work with a diverse group of people
6. Candidates with client servicing experience will have an added advantage

Interested applicants are invited to send your updated resume via Apply Now.