Investment Sale
1 week ago
Job Summary: As an Investment Sale Team Leader, you will need to overlook your investment sale team, provide professional advice and training to your sale team, tailored investment solutions to help clients grow and protect their wealth. You will analyse client portfolios, understand their financial goals and risk appetite, and recommend suitable products and strategies in line with market trends and regulatory guidelines. Key Responsibilities: Learn to build and manage a portfolio of clients, both individual and corporate for you and your team. Assess clients' financial needs, goals, and risk tolerance through consultations and fact-finding for you and your team. Develop and recommend customised investment strategies and product solutions (e.g., unit trusts, bonds, equities, structured products). Monitor clients' portfolios and provide regular updates and rebalancing advice. Stay updated on market movements, economic trends, and new investment products. Ensure compliance with MAS (Monetary Authority of Singapore) regulations and company policies. Build and enhance your team. Training and guidance to new representative. Requirements: Diploma or Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline. Experience in investment advisory, wealth management or banking. Sound knowledge of investment products and financial markets. Strong interpersonal and communication skills. Client-focused mindset with a consultative approach. Driven, proactive, and able to work independently or in a team. #J-18808-Ljbffr
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Associate, Investment
2 weeks ago
Singapore Keppel (Fund Management & Investment) Full timeJob Description Associate, Investment – role at Keppel (Fund Management & Investment)Structuring and executing the acquisition of data centre assets in Asia Pacific and Europe Conduct financial modelling to assess / support acquisitions; present financial analysis to key stakeholders Conduct and coordinate legal, tax, technical & financial due diligence...
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Investment Sale Manager
2 days ago
Singapore WPGROUP PTE. LTD. Full timeJob Summary:As a investment sale manager, you will lead and mentor a team of consultants to help clients achieve their financial goals. You will be responsible for driving sales performance, developing business strategies, ensuring compliance with MAS regulations, and building strong client relationships.Key Responsibilities:Recruit, train, and develop a...
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Investment Sales Manager
3 days ago
Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full timeJob Title: Investment Sales Manager Department: Investment Advisory / Wealth Management / Sales Location: Singapore Reports To: Director Job Summary: Key Responsibilities: - Lead, coach, and manage a team of investment sales representatives or advisors to meet and exceed sales and asset growth targets - Develop and implement sales strategies that align...
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23684928 Financial and Investment Adviser
3 days ago
Singapore CITICORP INVESTMENT BANK (SINGAPORE) LIMITED Full time**Responsibilities**: - Actively identify prospects and establish contact with them/convert prospects into clients. - Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. - Anticipate events in a client’s life and business which have significant financial implications. - Serve as a trusted advisor to clients who...
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Sales Associate
2 weeks ago
Singapore Q INVESTMENT PARTNERS PTE. LIMITED Full timeAbout QIP QIP is a Singapore-based private equity real estate firm. We are a specialist in the Global Residential Living Sector and invest in the UK, the US and Japan. Our team of professionals offer institutional and professional investors real estate private equity investment opportunities through joint venture, separate mandate accounts, bespoke real...
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Investment Sales Representative(0905)
3 days ago
Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time**Job Title**:Investment Sales Representative **Location**:Singapore **Reports To**:AVP/ Director **Job Summary**: We are seeking a results-driven and client-focused **Investment Sales Representative**to join our growing team. In this role, you will be responsible for identifying prospective clients, delivering tailored investment solutions, and driving...
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Sales (Investment and Insurance)
2 weeks ago
Singapore LIONBROKERS PTE. LTD. Full timeHigh Pay Scheme for SALES in the Investment and Insurance field! If you're keen on getting a $6,000 - $9,000 range pay per month, and you do not mind selling Investments and Insurance, This could be the job for you! Flexible Schedule, work at your own pace. Leads will be provided. Bonuses are paid every 3 months. Free company overseas trips. Training...
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Director, Alternative Investments Sales
5 days ago
Singapore Citigroup Full time**Responsibilities**: - Works closely with our Private Bankers, Investment Counselors, and clients. The person who fills this roll must have knowledge of Investments including Citi Investment Management (equity and fixed income strategies), Traditional third party manager equity and fixed income strategies, Hedge Funds, Private Equity, and Real Estate. -...
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Investment Sales Lead
1 week ago
Singapore Citi Full timeAt **Citi**, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help...
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Relationship Director- Institutional Sales
7 days ago
Singapore MFS Investment Management Full timeMFS Investment Management SingaporePosted 3 hours ago Hybrid Permanent Competitive - At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each...