Investment Specialist

7 days 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 your skill sets.
**Top reasons to join us**:

- An exciting, dynamic, and growing team
- We offer a competitive compensation package with attractive bonuses and incentive trips
- Development and room for advancement
- Personal mentor-ship with various accomplished lifetime Million Dollar Round Table, Court of Table, Top of Table members to impart their valuable expertise
- Flexible hours. Perfect for motivated professionals who value work life balance.

**Responsibilities**:

- Provide Investment advisory and asset allocation services
- Assist clients on wealth planning and preservation through various tools and services
- Develop & maintaining business relationship with target clients, bring in new clients and new AUM to the firm
- Primarily responsible for asset allocation, selection and monitoring of client investment portfolio
- Providing a holistic view of the entire Investment cycle including risk assessment, product solution and basis of recommendation
- Ensuring the investment approach is consistent for client with similar objectives

**To be successful in this role **

1. An individual who doesn't just work hard...but **works from the HEART**

2. A bachelor's degree or polytechnic diploma

3. Strong entrepreneurship mind-set and a " **can do **" attitude

4. **Winner **You will experience being an overachiever and know how to stay and work hard. You will probably be earning **SGD$120K **within your first year.

5. English and Mandarin speaking preferred

Monthly

$4,000 to $15,000

  • Senior Investment Specialist

    6 hours ago

    Singapore Asian Infrastructure Investment Bank Full time

    Senior Investment Specialist (Infrastructure)/Investment Specialist (Infrastructure) The Asian Infrastructure Investment

  • Associate, Investment

    6 days ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Source and analyse investment opportunities Structuring and executing the acquisition of assets in Asia Pacific Conduct financial modelling to assess / support acquisition decisions...

  • Senior Investment Specialist

    1 day ago

    Singapore Asian Infrastructure Investment Bank Full time

    Senior Investment Specialist (Infrastructure)/Investment Specialist (Infrastructure) The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110...

  • Investment Specialist

    2 weeks ago

    Singapore Julius Baer Full time

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Investment Specialists (IS) work closely with the Relationship Managers (RM), Investment Advisors (IA) and provide...

  • Investment Portfolio Specialist

    2 weeks ago

    Singapore beBeePortfolioSpecialist Full time $80,000 - $120,000

    Investment Portfolio SpecialistWe are seeking a highly skilled Investment Portfolio Specialist to join our team. As an Investment Portfolio Specialist, you will play a key role in managing and maintaining investment portfolios for our clients.Key Responsibilities:Manage and maintain investment portfolios to ensure optimal performance and alignment with...

  • Associate/avp, Quantitative Strategist, Economics

    3 days ago

    Singapore GIC Investment Full time

    **Location**:Singapore, SG **Job Function**:Economics & Investment Strategy **Job Type**:Permanent **Req ID**:16444 - GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure...

  • Vp, Investment Services Digital

    2 weeks ago

    Singapore GIC Investment Full time

    **Location**:Singapore, SG **Job Function**:Investment Services Private Markets **Job Type**:Permanent **Req ID**:16476 **Investment Services Private Markets** - GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and...

  • Investment Specialist

    2 weeks ago

    Singapore OIO SINGAPORE PRIVATE LIMITED Full time

    **About the Company** By introduction we are a subsidiary of a publicly listed company OiO Holdings Limited (SGX: KUX). We are in the Blockchain Industry providing Consultancy & Financial Services. We are looking for an Investment Specialist to analyse cryptocurrency markets and manage relationships with clients. **Investment Specialist** This role will...

  • Vice President, Investment Banking

    2 weeks ago

    Singapore Barclays Investment Bank Full time

    Corporate Finance creates sophisticated strategies for clients' corporate finance needs. Our banking structure leverages the expertise of bankers with industry or product specific and geographic expertise across all of Barclays' products to provide clients with the most informed strategic advice and comprehensive financial solutions. Join Barclays and become...

  • Vice President, Investment Banking

    1 week ago

    Singapore Barclays Investment Bank Full time

    Corporate Finance creates sophisticated strategies for clients' corporate finance needs. Our banking structure leverages the expertise of bankers with industry or product specific and geographic expertise across all of Barclays' products to provide clients with the most informed strategic advice and comprehensive financial solutions. Join Barclays and become...