Investment Sales Manager
5000 - 10000 SGDFull-time
STAFFELLA RECRUITMENT AGENCY
As part of one of the world’s largest banking and financial services organisations, the company is committed to delivering innovative, client-focused financial solutions. We place strong emphasis on service excellence, sustainability, and long-term client relationships.
Role Overview
We are looking for an Investment Sales Manager to join our Wealth and Personal division. This is a full-time, office-based role focused on supporting and managing client investment portfolios, providing strategic recommendations, and contributing to the growth of company's wealth management business.
Key Responsibilities
- Assist in the management and servicing of client investment portfolios.
- Conduct regular reviews and provide tailored investment recommendations aligned with clients’ financial goals.
- Work closely with Senior Managers to support high-net-worth clients with advisory and portfolio services.
- Prepare financial analysis reports and monitor market trends to identify opportunities and risks.
- Coordinate with internal stakeholders to ensure timely execution of investment strategies and client requests.
- Participate in regular investment meetings and training sessions with fund managers and product teams.
- Ensure compliance with regulatory requirements and internal policies.
Vacancy posted 2 days ago
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