Job Description

We 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 and maintain strong, long-term relationships with existing clients and distribution partners (e.g., relationship managers, financial consultants).

Investment Advisory:

Provide expert, client-centric advice on a wide range of sophisticated investment products and strategies, including equities, bonds, Unit Trusts, ETFs, mutual funds, derivatives, and structured products.

Needs Assessment:

Conduct in-depth analysis of client financial goals, risk tolerance, and current portfolio to recommend tailored investment solutions.

Market Intelligence:

Monitor and interpret economic data, financial news, and market trends to deliver timely and actionable investment insights to clients and internal sales teams.

Product Expertise:

Maintain deep, up-to-date knowledge of the firm's entire product suite, including technical details, performance data, and competitive positioning.

Content Delivery:

Prepare and deliver high-quality presentations and investment counselling sessions to articulate complex strategies clearly and convincingly.

Deal Execution:

Facilitate and ensure the smooth, timely execution of client investment transactions

Regulatory Compliance:

Ensure all sales activities, advice, and product recommendations strictly adhere to regulatory requirements (e.g., MAS guidelines, CMFAS licensing rules) and internal compliance policies. *

Reporting & Documentation:

Utilize CRM tools to diligently record client activities, sales pipelines, meeting notes, and prepare sales performance and risk reports for management.