Investment jobs in Singapore

Take on a pivotal role within a regional financial institution; providing bespoke investment advice and drive impactful, client-focused investment strategies.

What You'll Do:

• Conduct comprehensive financial assessments to understand clients’ unique investment goals, risk appetite, and financial circumstances.
• Design and implement customised investment strategies aligned with client objectives and evolving market conditions.
• Execute portfolio trades and manage asset allocations proactively to optimize performance and risk management.
• Build and nurture strong client relationships via regular engagement, ensuring their financial needs are consistently met.
• Collaborate closely with internal teams to remain current on product offerings, regulatory developments, and industry best practices.

Who You Are:

• A finance professional with at least 8 years’ experience in wealth management or investment consulting.
• Holder of a bachelor’s degree in Finance, Economics, or a related discipline; advanced qualifications and certifications such as CFA, CFP, or CACS are highly valued.
• Deep understanding of financial markets, investment products, and portfolio management techniques.
• Excellent communicator with proven ability to build rapport and engage senior stakeholders.

Reg No. R22104718
BeathChapman Pte Ltd
Licence no. 16S8112