Senior HNW Investment Strategist

The Great Eastern Life Assurance Company Limited; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading financial advisory firm in Singapore is hiring an Investment Specialist responsible for providing tailored investment and legacy planning solutions to high-net-worth (HNW) clients. This role requires a strong investment knowledge, excellent communication skills, and at least 10 years of experience as a licensed adviser. The successful candidate will build and manage client relationships, support investment processes, and drive sales growth within the HNW sector, ensuring compliance with regulations.

Qualifications

• Minimum 10 years as a licensed adviser with front line experience in HNW investment sales.
• Possess relevant legal, tax, trust and wealth planning qualifications.

Responsibilities

• Provide specialized advice on investment products and wealth planning.
• Cultivate strong, trust-based relationships with HNW clients.
• Drive HNW & UHNW sales growth as a leader and influencer.
• Support clients in the investment process including case administration.

Skills

Strong knowledge of investment solutions for HNW clients

Excellent communications and presentation skills

Fluency in Asian languages

Education

Degree in Banking, Finance, or related field

CMFAS Modules 5, 9, and 9A

Job description

A leading financial advisory firm in Singapore is hiring an Investment Specialist responsible for providing tailored investment and legacy planning solutions to high-net-worth (HNW) clients. This role requires a strong investment knowledge, excellent communication skills, and at least 10 years of experience as a licensed adviser. The successful candidate will build and manage client relationships, support investment processes, and drive sales growth within the HNW sector, ensuring compliance with regulations.