Investment Specialist

2 weeks ago

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

We are currently looking for passionate and experienced individuals to join us as Investment Specialists.

Are you the one who can provide insightful investment strategies and build lasting client relationships?

At Invictus, we believe in creating "Relationships for Life."

We offer a dynamic environment where your expertise is valued and your contributions make a real impact.

If you have a proven track record in investment management and a commitment to excellence, we want to hear from you.

Join us and take your career to new heights as part of a team dedicated to delivering exceptional investment solutions and fostering lifelong relationships.

Responsibilities:

1. Deliver expert investment strategies to clients.

2. Conduct regular reviews to assess the progress of clients' investment.

3. Understanding of unit trust investment, bonds and equities.

4. Identify market trends and implement winning sales strategies.

5. Manage client investment portfolios.

6. Provide comprehensive investment advice.

7. Propose solutions and planning for client investment needs.

To be successful in this role you will need to be:


• Self-motivated, confident and positive individual


• At least 21 yo & above


• Minimum A level's/Diploma from a recognized institution


• Outspoken with excellent communication and interpersonal skills


• Ability to work with a diverse group of people.


• Candidates with client servicing experience will have an added advantage.


• Interested applicants are invited to send your updated resume via Apply Now.


• By submitting your personal data and/or resume, you give consent to collection, use and disclosure of your personal data and/or resume by the company (or its agent) for the purpose of the processing and administration by the company relating to this job application.

Tell employers what skills you have
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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