Investment Specialist

J.S.F; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A financial services company in Singapore is looking for a professional to advise high-net-worth clients on their investment needs and manage customized portfolios. This role involves analyzing market trends and ensuring compliance with regulations. Candidates should be adept at collaborating with Relationship Managers to enhance client services and acquire new clients. The position offers a dynamic environment focused on client success and investment excellence.

Responsibilities

• Advise HNW clients on investment needs, risk tolerance, and long-term portfolio management.
• Design, implement, and monitor customized investment portfolios.
• Analyze market trends and translate CIO views into actionable insights.
• Collaborate with Relationship Managers to acquire new clients.
• Adhere strictly to regulatory requirements and internal company policies.

Job description

Responsibilities

• Client Advisory: Advise HNW clients on investment needs, risk tolerance, and long-term portfolio management.
• Portfolio Management: Design, implement, and monitor customized investment portfolios, including asset allocation and product selection.
• Market Research: Analyze market trends and translate Chief Investment Officer (CIO) views into actionable insights.
• Relationship Management: Collaborate with Relationship Managers to acquire new clients, conduct reviews, and service existing accounts.
• Compliance: Adhere strictly to regulatory requirements and internal company policies when recommending products.