Investment Specialist

INVICTUS ADVISORY PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory company in Singapore seeks an experienced Investment Specialist. This role involves delivering expert investment strategies and managing client portfolios. Candidates should be self-motivated, confident, and possess strong communication skills. A minimum education of A levels or diploma is required, along with a passion for investment management. This position offers a dynamic environment where your expertise is valued.

Qualifications

• Self-motivated, confident and positive individual.
• At least 21 years old and above.
• Outspoken with excellent communication and interpersonal skills.
• Ability to work with a diverse group of people.
• Candidates with client servicing experience will have an added advantage.

Responsibilities

• Deliver expert investment strategies to clients.
• Conduct regular reviews to assess the progress of clients' investment.
• Understanding of unit trust investment, bonds and equities.
• Identify market trends and implement winning sales strategies.
• Manage client investment portfolios.
• Provide comprehensive investment advice.
• Propose solutions and planning for client investment needs.

Skills

Market Research

Wealth Management

Ability to Multitask

Excellent Communication Skills

Training Management

Referrals

Asset Management

Investment Strategies

Financial Planning

Interpersonal Skills

Investments

Administration

Financial Markets

Investment Management

Bonds

Banking

Financial Advisory

Real Estate

Financial Services

Equities

Education

Minimum A level’s / Diploma from a recognized institution

Job description

Roles & Responsibilities

We are currently looking for passionate and experienced individuals to join us as Investment Specialists.

Are you the one who can provide insightful investment strategies and build lasting client relationships?

At Invictus, we believe in creating "Relationships for Life."

We offer a dynamic environment where your expertise is valued and your contributions make a real impact.

If you have a proven track record in investment management and a commitment to excellence, we want to hear from you.

Join us and take your career to new heights as part of a team dedicated to delivering exceptional investment solutions and fostering lifelong relationships.

Responsibilities

• Deliver expert investment strategies to clients.
• Conduct regular reviews to assess the progress of clients' investment.
• Understanding of unit trust investment, bonds and equities.
• Identify market trends and implement winning sales strategies.
• Manage client investment portfolios.
• Provide comprehensive investment advice.
• Propose solutions and planning for client investment needs.

To be successful in this role you will need to be :

• Self-motivated, confident and positive individual
• At least 21 yo & above
• Minimum A level’s / Diploma from a recognized institution
• Outspoken with excellent communication and interpersonal skills
• Ability to work with a diverse group of people.
• Candidates with client servicing experience will have an added advantage.
• Interested applicants are invited to send your updated resume via Apply Now.
• By submitting your personal data and / or resume, you give consent to collection, use and disclosure of your personal data and / or resume by the company (or its agent) for the purpose of the processing and administration by the company relating to this job application.

Skills

• Market Research
• Wealth Management
• Ability to Multitask
• Excellent Communication Skills
• Training Management
• Referrals
• Asset Management
• Investment Strategies
• Financial Planning
• Interpersonal Skills
• Investments
• Administration
• Financial Markets
• Investment Management
• Bonds
• Banking
• Financial Advisory
• Real Estate
• Financial Services
• Equities