Investment Specialist: Grow Client Wealth & Portfolios

JAC Recruitment Pte Ltd; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading global bank in Singapore is seeking a proactive professional for a sales role focused on expanding the client base and managing investment portfolios. The ideal candidate should hold a Polytechnic Diploma or Degree, possess strong communication skills, and be adept at managing multiple tasks. Responsibilities include performing financial analyses, implementing sales strategies, attending investment talks, and training to lead a team. This is an excellent opportunity for those looking to grow in the financial services industry.

Benefits

Fully paid investment talks

Training opportunities

Qualifications

• Diploma or degree in any field is required.
• Strong communication and time management skills are essential.
• Research and presentation skills are important, especially for market explanations.
• Ability to manage tasks with frequently changing priorities is needed.

Responsibilities

• Expand business contacts and client base.
• Perform financial needs analysis and align with client objectives.
• Implement sales strategies to target clients across wealth spectrums.
• Manage investment portfolios and update clients on market movements.
• Develop relationships with clients to grow the business.
• Attend monthly investment talks paid by the company.
• Training to lead a team after 1 year.
• Organize investment events for clients.
• Stay updated on current events and critical issues.

Skills

Strong communication skills

Time management

Research skills

Presentation skills

Ability to manage multiple tasks

Education

Polytechnic Diploma or Degree in any field

Job description

A leading global bank in Singapore is seeking a proactive professional for a sales role focused on expanding the client base and managing investment portfolios. The ideal candidate should hold a Polytechnic Diploma or Degree, possess strong communication skills, and be adept at managing multiple tasks. Responsibilities include performing financial analyses, implementing sales strategies, attending investment talks, and training to lead a team. This is an excellent opportunity for those looking to grow in the financial services industry.