Investment Specialist
7 days ago
- Advise high-net-worth clients on their investment needs by analysing their financial needs and objectives, designing suitable customised financial solutions and reviewing client accounts periodically to ensure client needs and objectives are met.
- Assist Wealth and Estate Planning Specialist in advising high-net-worth clients on their basic wealth and estate planning needs.
- Demonstrate understanding of organisational risk management concepts, processes and applications.
- Perform acceptance checks and on-boarding of high-net-worth clients in accordance with established policies and procedures.
- Perform ongoing servicing of high-net-worth client accounts and identify potential opportunities for extending private banking and related services provided by the financial institution.
- Source and acquire new high-net-worth clients.
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Associate, Investment
2 weeks ago
Singapore Keppel (Fund Management & Investment) Full timeJoin 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...
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Investment Specialist
1 week ago
Singapore Julius Baer Full timeAt 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...
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Investment Specialist
2 weeks ago
Singapore OCBC Full timeJoin to apply for the Investment Specialist role at OCBC Who We Are As Singapore's longest established
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Investment Specialist
1 week ago
Singapore INVICTUS ADVISORY PTE. LTD. Full timeWe 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...
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Singapore MariBank Full timeTreasury & Investment Ops Specialist - MariBank Join to apply for the Treasury & Investment Ops Specialist - MariBank role at MariBank Treasury & Investment Ops Specialist - MariBank 1 week ago Be among the first 25 applicants Join to apply for the Treasury & Investment Ops Specialist - MariBank role at MariBank Manage end-to-end operational flow for...
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Vp, Investment Services Digital
1 week 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...
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Fixed Income Investment Product Specialist
1 week ago
Singapore Capital Group Companies Full timeAt Capital, we’re committed to providing you with opportunities to broaden and deepen your knowledge and skills, and to grow personally, professionally and financially. We are looking to hire a Fixed Income Investment Product Specialist to join our Singapore team. Please review the job description below to determine if this opportunity might be right for...
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Global Investment Control Specialist
1 week ago
Singapore CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. Full time**Primary Responsibilities**: - Analyses and implements investment guidelines for new and existing Equity and/or Fixed Income funds/client accounts, liaising with business partners to draft, negotiate, review, and interpret guidelines and regulations for funds/client accounts. - Codes, implements, and maintains compliance rules in the compliance system for...
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Investment Sales Specialist
1 week ago
Singapore WEALTH ASIA LLP Full timeWe 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...
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Investment Sales Specialist
1 week ago
Singapore AIA FA Full timeCompany AIA FA Designation Investment Sales Specialist Date Listed 04 Nov 2024 Job Type Entry Level / Junior Executive - Free/ProjPart/TempIntern/TS Job Period Flexible Start - Flexible End Profession Insurance Industry Finance Location Name Singapore - Work from Home Allowance / Remuneration $1,000 - 3,000 monthly Company Profile AIA...