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Investment Strategist

Vanguard Recruitment®

Singapore · Full Time

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Experience
Any
Salary
SGD 6,000 – SGD 6,000 / month
Openings
1
Posted
1 hour ago
Work mode
In office
Eligibility
Applicants must be Singaporean Permanent Residents or Citizens and hold or be in the process of obtaining CFMAS certification. Entry-level candidates, financial advisors, relationship managers, and private bankers are welcome to apply.
Resume
Required to apply

Where you'll work

Job description

About the Role

Join a leading investment firm based in Singapore that is currently growing its exclusive private client division. Partnering with global investment firms such as BlackRock, Fidelity, and Schroders, this company brings institutional-level strategies to retail and high-net-worth clients interested in opportunities typically available to large institutions. This role offers a unique chance to design sophisticated investment solutions, build lasting relationships with clients, and be part of a rapidly expanding wealth management firm in Asia.

Key Responsibilities and Preferences

  • Experience in private banking or wealth management with a proven record of managing and expanding portfolios of retail investors and high-net-worth clients.
  • Ability to analyze and apply investment research from prominent global asset managers to develop effective investment strategies.
  • Strong interpersonal skills and professional demeanor to establish rapport with investors, corporate executives, and multi-generational family clients.
  • Open to entry-level candidates, financial advisors, relationship managers, and private bankers.

Mandatory Requirements

  • Must possess or be in the process of obtaining a CFMAS certification.
  • Applicants must be Singaporean Permanent Residents or Citizens.

Compensation & Conditions

  • Monthly allowance of SGD 6,000 plus commission.
  • Buyout packages ranging from SGD 60,000 to SGD 500,000 available for high-performing candidates.
  • Immediate start date.

Additional Information

The employer adheres to the Tripartite Guidelines on Fair Employment Practices, ensuring equal opportunity regardless of age, race, religion, nationality, marital status, or family responsibilities. The job reference for this position is INVESTMENT STRATEGISTEA Lic. 24C2634, Reg. No. R23115462.

Work styles they’re looking for

Interpersonal Communication Relationship Building Professionalism Client Focus

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