Vice President – Investment Specialist

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

The Investment Specialist is a MAS licensed role responsible for advisory activities under Great Eastern Financial Advisory license. You will be developing and managing relationships with HNW, UHNW and corporate clients, delivering tailored investment & legacy planning solutions.

• Providing specialized advice on investment products and wealth planning aligned with client objectives and risk profiles.
• Cultivating and maintaining strong, trust-based relationships with HNW clients and their families.
• Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners.
• Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
• Support clients and strategic partners throughout the investment process including case administration, and periodic portfolio review.
• Conduct and organize training sessions and client events to enhance investment product knowledge and promote integrated wealth and succession planning solutions.
• Monitor and report on investment activities, including pipeline tracking, sales reports, and regulatory updates, ensuring all activities comply with internal policies and external regulations

• Degree in Banking, Finance, or related field. CMFAS Modules 5, 9, and 9A are an advantage.
• 10 years+ as a licensed adviser with front line experience and performance record in HNW investment sales.
• Strong knowledge of investment solutions for HNW clients.
• Possess relevant legal, tax, trust and wealth planning qualifications and experience
• Excellent communications and presentation skills. Fluency in Asian languages will be a plus