Investment Specialist

2 weeks ago

Singapore WilsonHCG Singapore Pte. Ltd. Full time

Our client, a renowned investment firm with a rich history, is seeking a seasoned professional to drive growth in their evergreen solutions across the Asia Pacific region. As an Investment Specialist, you will play a pivotal role in fostering business development, product innovation, and client relationships. Key Responsibilities: Provide expert market and product knowledge to support sales efforts in client and prospect meetings. Collaborate with Investor Relations teams to engage with private wealth prospects, clients, and institutional investors, showcasing our market expertise and solutions. Engage in high-level discussions on business and investment topics, demonstrating a deep understanding of the investment landscape and market trends. Develop creative solutions to client challenges, considering broader business implications and optimal outcomes. Stay up-to-date on key competitors, fundraising trends, and industry developments. Gather market feedback from Private Wealth and Investor Relations teams, analyzing insights to inform product development and content creation. Project manage the sales opportunity set and go-to-market strategy in the Asia Pacific region. Act as liaison point for all evergreen collective sales efforts, organised across various regional teams for the product. Partner with the Investor Relations team to serve as the main point of contact to arrange calls/ meetings, follow-ups, comprehensive investment knowledge, identity and address concerns and provide guidance through diligence.  Educate internal teams on product and strategy, ensuring a unified understanding. Oversee critical client-facing materials, such as RFPs and portfolio updates, and collaborate with marketing teams to develop targeted campaigns that promote evergreen solutions. Requirements: Proven expertise in private markets, private equity, and wealth management Excellent communication and presentation skills, with the ability to tailor messaging to diverse audiences Strong analytical and problem-solving skills, with a commercial mindset Ability to work independently and think entrepreneurially Strong academic and professional credentials, with an MBA or CFA a plus 10+ years of investment or product roles with a client service orientation. An investment research background is a plus. Must have a blend of product leadership, investment capabilities and commercial sense. Relevant backgrounds include product specialist for liquid products, investment banking, private equity analyst or private equity deal experience. Based in Singapore, with regular global travel expected. Please apply to the role with a recent copy of your CV. We will be in touch once we review your profile for suitability. Singapore Employment Agency Personnel No.: R Singapore Employment Agency License No.: 16S8069 Privacy Statement: By submitting an application and sharing your personal information with us, you consent to such information being collected, held, used and disclosed in accordance with our Privacy Policy (

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