Investment Specialist

Great Eastern; Singapore; On-site; SGD 180,000 - 280,000; Full time

Job summary

Great Eastern Private offers bespoke wealth advisory solutions for High Net Worth and Ultra High Net Worth clients, backed by OCBC Group. As an Investment Specialist, you will deliver bespoke portfolio solutions that align with client objectives and regulatory standards, bridging insights, product expertise, and sales activation to drive revenue growth.

This role requires deep investment knowledge, strong client relationships, and the ability to work with private wealth advisors and private

Qualifications

• Bachelor’s degree in finance, Economics, or related field.
• CFA designation preferred.
• 8–12 years in investment advisory/wealth management serving HNW clients.
• Strong knowledge of multi-asset investing, portfolio construction, alternatives, and structured solutions.
• Familiarity with MAS regulatory requirements and CMFAS certifications (M5, M8/M8A, M9/M9A).
• Exceptional communication and stakeholder influence; credible with senior bankers and HNW clients.

Responsibilities

• Lead client meetings to diagnose objectives and propose bespoke multi-asset solutions.
• Provide investment proposals across Great Eastern products where permitted.
• Partner with PWAs to conduct in-depth client meetings and design tailored portfolios.
• Serve as the subject matter expert for priority investment solutions.
• Construct discretionary advisory portfolios aligned to risk profiles and time horizons.
• Provide clear, evidence-based recommendations with thesis, risks, scenarios, and exit strategies.
• Guide portfolio rebalancing, risk overlays, and cash management; track performance and suitability over time.
• Drive activation campaigns with PWAs and RMs to convert ideas into revenue.
• Collaborate with teams to translate market views into actionable ideas for HNW clients.
• Ensure all proposals and advice comply with MAS regulations, including disclosures.

Skills

Investment advisory

Wealth management

Client relationship

Regulatory compliance

Communication

Education

Bachelor's degree in finance

CFA (preferred)

Tools

CMFAS certifications (M5/M8/M8A/M9/M9A)

Job description

Great Eastern Private is built on 117 years of heritage, strong financial fundamentals, and the strength of OCBC Group. We are privileged to serve clients across the High Net Worth (HNW) and Ultra High Net Worth (UHNW) segments by delivering trusted, holistic wealth advisory solutions. Our financial advisers partner closely with global experts across seven professional domains through the Great Eastern Private Client Privileges Advisory Panel. Together, we co create bespoke strategies and provide high quality advice to support our clients' long term wealth objectives. As an Investment Specialist, you will act as a trusted investment specialist for Great Eastern's HNW clients and Private Wealth Advisors, delivering bespoke portfolio solutions and investment strategies that align with client objectives and regulatory standards. This role bridges insights, product expertise, and sales activation, ensuring superior client outcomes and revenue growth under MAS-compliant practices.

• Lead client meetings to diagnose objectives (return, risk, liquidity, tax, legacy) and propose bespoke, multi-asset solutions.
• Provide investment proposals across Great Eastern products (where permitted).
• Partner with PWAs to conduct in-depth client meetings, uncovering goals and designing tailored portfolios.
• Serve as the subject matter expert for priority investment solutions
• Construct discretionary advisory portfolios and proposals aligned to risk profiles and time horizons.
• Provide clear, evidence-based recommendations with thesis, risks, scenarios, and exit strategies.
• Guide portfolio rebalancing, risk overlays, and cash management; track performance and suitability over time.
• Drive activation campaigns with PWAs and RMs to convert ideas into revenue.
• Collaborate with various teams to translate market views into actionable ideas for HNW clients.
• Ensure all proposals and advice comply with MAS regulations, including suitability, disclosures, and advertising standards.
• Bachelor's degree in finance, Economics, or related; CFA (preferred)
• 8-12 years in investment advisory/wealth management/private banking serving HNW clients.
• Demonstrated success converting views into portfolio outcomes and driving revenue with compliant practices.
• Strong knowledge of multi-asset investing, portfolio construction, alternatives, and structured solutions.
• Familiarity with MAS regulatory requirements and CMFAS certifications (M5, M8/M8A, M9/M9A).
• Exceptional communication and stakeholder influence; credible with senior bankers and HNW clients

How You Succeed

• Champion and embody our Core Values in everyday tasks and interactions.
• Demonstrate high level of integrity and accountability.
• Take initiative to drive improvements and embrace change.
• Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
• Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.

Who We Are

Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels - a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of "AA-" by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern's asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia. Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world's most highly-rated banks, with an Aa1 rating from Moody's and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World's Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

To All Recruitment Agencies

Great Eastern does not accept unsolicited agency resumes. Please do not forward resumes to our email or our employees. We will not be responsible for any fees related to unsolicited resumes.

Work Locations

SG-GE Centre

Job

Singapore