Investment Specialist

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

Job summary

A financial services firm in Singapore is looking for a professional to advise high-net-worth clients on their investment needs. The role includes assisting with wealth and estate planning, performing client onboarding, and identifying new business opportunities. Ideal candidates should have a strong understanding of risk management and be proactive in client acquisition.

Responsibilities

• Advise high-net-worth clients on financial needs and objectives.
• Assist in wealth and estate planning for high-net-worth clients.
• Understand organisational risk management concepts.
• Perform acceptance checks for onboarding new clients.
• Service high-net-worth client accounts and identify opportunities.
• Source and acquire new high-net-worth clients.

Job description

Responsibilities

• Advise high-net-worth clients on their investment needs by analysing their financial needs and objectives, designing suitable customised financial solutions and reviewing client accounts periodically to ensure client needs and objectives are met.
• Assist Wealth and Estate Planning Specialist in advising high-net-worth clients on their basic wealth and estate planning needs.
• Demonstrate understanding of organisational risk management concepts, processes and applications.
• Perform acceptance checks and on-boarding of high-net-worth clients in accordance with established policies and procedures.
• Perform ongoing servicing of high-net-worth client accounts and identify potential opportunities for extending private banking and related services provided by the financial institution.
• Source and acquire new high-net-worth clients.