Investment Specialist

2 weeks ago


Singapore INVICTUS ADVISORY PTE. LTD. Full time
Roles & Responsibilities

We are currently seeking passionate and experienced candidates to join our team as Investment Specialists.

If you are adept at providing insightful investment strategies and fostering long-term client relationships, we want you

At Invictus, we believe in establishing enduring connections.

Our work environment is dynamic, where your expertise is highly respected and your input truly matters.

If you have a proven record in investment management and a dedication to excellence, we are eager to connect with you.

Come onboard and elevate your career with us. Be part of a team that is committed to providing outstanding investment solutions and nurturing lifelong connections.

Responsibilities:

  • Deliver expert investment strategies to clients.
  • Conduct regular reviews to track clients' investment progress.
  • Understand unit trust investments, bonds, and equities.
  • Identify market trends and execute successful sales strategies.
  • Manage client investment portfolios.
  • Offer comprehensive investment advice.
  • Present solutions and strategies to meet client investment requirements.

To excel in this role, you should:

  • Be self-motivated, confident, and optimistic.
  • Be at least 21 years old or above.
  • Hold a minimum of A level's/Diploma from a recognized institution.
  • Have strong communication and interpersonal skills.
  • Be able to collaborate with a diverse range of individuals.
  • Candidates with client servicing experience are preferred.
  • If you are interested, please send your updated resume to us for consideration.
  • By submitting your personal data and resume, you consent to its collection, use, and disclosure for the purpose of processing this job application.
Tell employers about your skillset
  • Market Research
  • Wealth Management
  • Ability to Multitask
  • Excellent Communication Skills
  • Training Management
  • Referrals
  • Asset Management
  • Investment Strategies
  • Financial Planning
  • Interpersonal Skills
  • Investments
  • Administration
  • Financial Markets
  • Investment Management
  • Bonds
  • Banking
  • Financial Advisory
  • Real Estate
  • Financial Services
  • Equities


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