Investment Sales Specialist

1 week ago


Singapore WEALTH ASIA LLP Full time

Roles & Responsibilities We are recruiting an Investment Sales Specialist within the wealth and financial services sector. Key Responsibilities Client Acquisition & Sales Targets: Actively prospect, identify, and acquire new high-net-worth (HNW) or institutional clients to grow the investment portfolio and meet aggressive sales and revenue targets. Relationship Management: Cultivate and maintain strong, long-term relationships with existing clients and distribution partners (e.g., relationship managers, financial consultants). Investment Advisory: Provide expert, client-centric advice on a wide range of sophisticated investment products and strategies, including equities, bonds, Unit Trusts, ETFs, mutual funds, derivatives, and structured products. Needs Assessment: Conduct in-depth analysis of client financial goals, risk tolerance, and current portfolio to recommend tailored investment solutions. Market Intelligence: Monitor and interpret economic data, financial news, and market trends to deliver timely and actionable investment insights to clients and internal sales teams. Product Expertise: Maintain deep, up-to-date knowledge of the firm's entire product suite, including technical details, performance data, and competitive positioning. Content Delivery: Prepare and deliver high-quality presentations and investment counselling sessions to articulate complex strategies clearly and convincingly. Deal Execution: Facilitate and ensure the smooth, timely execution of client investment transactions Regulatory Compliance: Ensure all sales activities, advice, and product recommendations strictly adhere to regulatory requirements (e.g., MAS guidelines, CMFAS licensing rules) and internal compliance policies. Reporting & Documentation: Utilize CRM tools to diligently record client activities, sales pipelines, meeting notes, and prepare sales performance and risk reports for management. Tell employers what skills you have CRMLicensingInvestment AdvisoryDerivativesRegulatory ComplianceToleranceRelationship ManagementWealthETFsMarket IntelligenceBondsUnit TrustsArticulateMutual FundsFinancial ServicesEquities



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