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Investment Specialist

Job title: Investment Specialist
Location: Singapore
Specialisation: Banking & Financial Services / Insurance
Salary: SGD 72,000 - 96,000 (Annual)
Reference: PR/096395
Job published: December 12, 2025 14:42
Work Arrangement: Hybrid

COMPANY OVERVIEW
Our Client is one of the leading and biggest banks in the world.


JOB RESPONSIBILITIES

  • Expand business contacts and increase client base for company.

  • Perform financial needs analysis and value add to client’s objective.

  • Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrums.

  • Sales related job with a focus on handling client’s investment portfolios and update market movement.

  • Develop relationships with new and existing clients in order to expand the business.

  • Attend investment talks monthly (Fully paid by company).

  • Training to lead a team of trainees after 1 year of training.

  • Organize and invite clients for investment events.

  • Keeping abreast of current events, critical issues, and relevant news.


REQUIREMENTS

  • Polytechnic Diploma or Degree in any field.

  • Strong communication and time management skills.

  • Research and presentation skills, especially in explaining market events.

  • Ability to organise and track overlapping tasks and assignments, with frequent priority changes.

 

We regret to inform that only shortlisted candidates will be notified.
We appreciate your understanding. Candidates requiring visa need not to apply.
 
EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026 
EA Personnel: R22109162 
EA Personnel Name: Tan Wan Ting

 

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