investment specialist

TECH AALTO PTE. LTD.; Singapore; On-site; SGD 60,000 - 84,000; Full time

Job summary

A financial services firm in Singapore is seeking an experienced Investment Specialist to provide tailored investment solutions within their wealth management division. The ideal candidate has strong product knowledge and client-facing experience. Responsibilities include supporting Relationship Managers, engaging in client meetings, and providing expertise on structured products and equities. Candidates should hold a relevant degree and possess strong communication and presentation skills. The role offers a dynamic work environment where investment insights can be shared actively.

Qualifications

• Experience as an Investment Specialist or Product Specialist in wealth management.
• Ability to explain complex investment products clearly to clients.
• Experience directly engaging with clients and Relationship Managers.

Responsibilities

• Support Relationship Managers in providing tailored investment solutions.
• Engage in client discussions and meetings related to investment strategies.
• Provide expertise on various financial products including Structured Products and Equities.

Skills

Client-facing experience

Stakeholder management

Sales experience in wealth management

Strong communication skills

Understanding of market trends

Education

Degree in Finance, Economics, or Business

Relevant certifications (CFA, CACS, CMFAS)

Job description

Job Title: Investment Specialist– Wealth Management

Role Overview

We are seeking for our client an experienced Investment Specialist to support wealth management clients by providing investment solutions across multiple asset classes. The role requires strong product knowledge, client-facing experience, and the ability to work closely with Relationship Managers and internal stakeholders to deliver tailored investment strategies.

Key Responsibilities

• Act as an Investment Specialist supporting Relationship Managers and clients on investment solutions
• Provide product expertise across Structured Products, Mutual Funds, FX, Fixed Income, and Equities
• Engage directly with clients, participating in meetings, presentations, and investment discussions
• Support investment advisory and product sales activities, including idea generation and execution
• Collaborate with internal stakeholders such as Product, Trading, Risk, and Compliance teams
• Stay updated on market trends and proactively share investment insights and recommendations
• Assist in portfolio construction, product positioning, and investment strategy alignment

Required Experience & Skills

• Currently in or recently held a similar Investment Specialist / Product Specialist role
• Wealth management experience covering multiple asset classes: Structured Products, Mutual Funds, FX, Fixed Income, Equities.
• Strong client-facing and stakeholder management experience
• Proven sales or financial product sales experience within wealth management
• Direct experience as an Investment Specialist in: Family Office or banks.
• Strong communication and presentation skills
• Ability to explain complex investment products in a clear, client-friendly manner

Preferred Qualifications

• Degree in Finance, Economics, Business, or related field
• Relevant certifications (e.g., CFA, CACS, CMFAS) are an advantage
• Experience working closely with Relationship Managers or Private Bankers

Ideal Candidate Profile

• Hands-on Investment Specialist with practical product knowledge
• Comfortable in client discussions and sales-oriented environments
• Strong understanding of wealth management products and market dynamics
• Collaborative, proactive, and commercially minded

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Tech Aalto Pte Ltd | 24S2130 EA

Pushpanjli Kir | R1657306.