Investment Advisory Specialist

1 week ago


Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

Job Overview

We are seeking a highly motivated and experienced Wealth Advisory Specialist to join our team at INFINITUM FINANCIAL ADVISORY PTE. LTD.

Key Responsibilities

  • Develop and maintain client relationships.
  • Provide financial advice and support to clients.
  • Recommend suitable financial solutions to meet client needs.

Benefits

  • A permanent role with a basic salary and performance-based incentives.
  • Continuous professional development through a comprehensive training program.
  • Candidates with outstanding performance may be assigned supervisory roles.
  • Opportunities to learn and advise on a wide range of financial instruments.

Requirements

  • Excellent people management skills with strong interpersonal and communication abilities.
  • Self-motivation and ability to thrive in a dynamic environment.
  • Degree or Diploma holder with 5 years of relevant sales experience.
  • Mandatory certifications include M5, M5A, M8, M8A, M9, M9A HI, Comm GI & PGI.


  • Singapore HSBC Full time

    -Job description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Investment Specialist

    2 weeks ago


    Singapore UBS Full time

    Singapore - Sales - Global Wealth Management **Job Reference #** - 261646BR **City** - Singapore **Job Type** - Full Time **Your role** - Do you want to maximize the benefits of a global franchise for the good of clients? Do you have expertise across a range of asset classes and markets? Do you have a proven track record advising clients in discretionary...

  • Investment Specialist

    2 weeks ago


    Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    Please refer to the JD: Investment Specialist THE OPPORTUNITY **We are seeking driven talents to join our team as a Investment Specialist. This position requires you identify trends, develop and implement sales strategies and to provide guidance and advisory to your clients. You will be part of a performance driven team with opportunities to learn and grow...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...


  • Singapore CIMB Group Full time

    **Responsibilities**: Product Selection & Solutions Innovation - Work with investment product managers to identify suitable products for onboarding and develop a shortlist of products, by leveraging on the bank’s open architecture investment platform while taking into account CIO views - Ensure that investment product offerings meet the needs of various...


  • Singapore Altus Advisory Full time

    Job OverviewWe are seeking a skilled Portfolio Management Specialist to join our team at Altus Advisory. In this role, you will be responsible for providing investment advisory services to high-net-worth clients, understanding their financial objectives and risk appetite to develop tailored investment strategies.


  • Singapore Bank of China Limited, Singapore Branch Full time

    Job Overview:We are seeking an experienced Investment Advisory Expert to join our team at the Bank of China Limited, Singapore Branch. In this role, you will be responsible for providing high-quality investment advice and guidance to our clients.About the Position:The ideal candidate will have a strong background in finance and investments, excellent...


  • Singapore Career Story Pte Ltd Full time

    **Investment Advisory Associate** **$6,000 - $10,000 monthly** **About the Organization** The client is a leading financial institution providing a wide range of banking and financial services to individuals and businesses. With a strong presence in Singapore and the organization is committed to delivering exceptional customer experiences and innovative...


  • Singapore Advisors' Clique Full time

    Investment Advisory ProfessionalAt Advisors Clique, we are looking for a highly skilled Investment Advisory Professional to help our clients achieve their financial goals.About Us:We offer a hybrid remote work arrangement in Singapore.We prioritize our employees' well-being and provide ongoing opportunities for professional growth and advancement.Job...


  • Singapore Bank of Singapore Full time

    Product Specialist, Real Estate Advisory & Investment (AVP/ VP) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides...


  • Singapore Bank of Singapore Full time

    **Product Specialist, Real Estate Advisory & Investment (AVP/ VP)** **-** **(**240000BC**)** **Description** Bank of Singapore opens doors to new opportunities. Start your career with Bank of Singapore as **Product Specialist, Real Estate Advisory & Investment (AVP/ VP).** Bank of Singapore (“BOS”) is a wholly owned subsidiary of OCBC Bank, Southeast...


  • Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    **Summit Planners Crusaders Pte Ltd **is a premier **One-Stop Integrated Financial Services Provider **, committed to delivering innovative, personalized, and holistic financial solutions. We cater to individuals and businesses, offering services ranging from wealth management and estate planning to investment advisory and insurance. We are looking for a...


  • Singapore GIC Investment Full time

    Location: Singapore, SG Job Function: Legal & Compliance **Job Type**: Permanent Req ID: 14285 **Legal and Compliance Department** The Legal and Compliance Department (LCD) manages the legal and regulatory compliance risks, and partners with the business to ensure that legal and regulatory issues and risks are identified, assessed and dealt with in a...

  • Product Specialist

    2 weeks ago


    Singapore Bank of Singapore Full time

    Product Specialist - Managed Solutions Advisory (Manager) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive...

  • Product Specialist

    2 weeks ago


    Singapore Bank of Singapore Full time

    Product Specialist - Managed Solutions Advisory (Vice President) At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides...


  • Singapore MAYBANK SINGAPORE LIMITED Full time

    Join MAYBANK SINGAPORE LIMITED as an Investment and Advisory Professional and take on the challenge of building strong relationships with our Clients. As a Financial Advisor, you will be responsible for understanding our Client's needs and providing unbiased advice in managing and growing their wealth.Key Responsibilities:Achieving consistent sales...


  • Singapore This is an IT support group Full time

    Wealth Advisory Services:We are seeking a skilled Client Wealth Advisory Specialist to join our team. In this role, you will be responsible for assisting clients with wealth planning and preservation through various tools and services.Your Key Responsibilities:Understanding client needs and requirements, identifying investment opportunities, and providing...


  • Singapore PICTET Full time

    **Your team**: - “Investment partnership” with RMs covering North Asia (HK/China/Taiwan) to deliver Pictet’s Mandarin-speaking clients a unique investment experience and service - Deliver optimized investment performance - Profitably grow assets under management in North Asia **Your role**: - Keeping up to date with the financial markets, the...


  • Singapore Bank of Singapore Full time

    At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...