Wealth Investment Specialist: Multi-Asset Solutions

TECH AALTO PTE. LTD.; Singapore; On-site; SGD 60,000 - 84,000; Full time

Job summary

A financial services firm in Singapore is seeking an experienced Investment Specialist to provide tailored investment solutions within their wealth management division. The ideal candidate has strong product knowledge and client-facing experience. Responsibilities include supporting Relationship Managers, engaging in client meetings, and providing expertise on structured products and equities. Candidates should hold a relevant degree and possess strong communication and presentation skills. The role offers a dynamic work environment where investment insights can be shared actively.

Qualifications

• Experience as an Investment Specialist or Product Specialist in wealth management.
• Ability to explain complex investment products clearly to clients.
• Experience directly engaging with clients and Relationship Managers.

Responsibilities

• Support Relationship Managers in providing tailored investment solutions.
• Engage in client discussions and meetings related to investment strategies.
• Provide expertise on various financial products including Structured Products and Equities.

Skills

Client-facing experience

Stakeholder management

Sales experience in wealth management

Strong communication skills

Understanding of market trends

Education

Degree in Finance, Economics, or Business

Relevant certifications (CFA, CACS, CMFAS)

Job description

A financial services firm in Singapore is seeking an experienced Investment Specialist to provide tailored investment solutions within their wealth management division. The ideal candidate has strong product knowledge and client-facing experience. Responsibilities include supporting Relationship Managers, engaging in client meetings, and providing expertise on structured products and equities. Candidates should hold a relevant degree and possess strong communication and presentation skills. The role offers a dynamic work environment where investment insights can be shared actively.