We're looking for individuals who combine finance expertise with the confidence to build genuine client relationships. In this role, you'll advise clients on Investment solutions to meet their financial goals. Speaking directly with clients, prospecting, pitching and ongoing advisory conversations is required for this role, supported by research and analysis you conduct to make every conversation credible and well-informed.
If you're someone who enjoys both understanding markets and engaging people face-to-face, this role is for you.
Qualifications
Investment & Analytical Foundation
- Strong foundation in investments and finance, with the ability to understand various asset classes, investment products and capital markets
- Experience in financial modelling, valuation, risk metrics, or scenario analysis is an advantage
- Knowledge of portfolio management principles — diversification, asset allocation, and risk management frameworks
- Bachelor's degree in Finance, Economics, Accounting, Business, or a related discipline is preferred
Sales & Client Development
- Proven experience in sales, business development, or client acquisition (prior track record of prospecting, pitching, and closing is equally valued)
- Established professional network or a clear plan for sourcing and building a client base
- Comfortable with a performance-based, commission-driven compensation structure
- Entrepreneurial mindset
Good to have:
- Strong written and verbal communication skills, with the ability to present complex investment concepts clearly to non-specialist audiences
- Proficiency in Excel and relevant analytical tools; familiarity with financial databases or market data platforms is beneficial
- Detail-oriented and organized, able to manage multiple client relationships and analyses within defined timelines in a hybrid work environment
Requirements:
- SG/PR, we are not currently hiring individuals who now or in the future require sponsorship for visas
- Local Polytechnic Diploma and equivalent or higher
Candidates who bring strong strengths in either the analytical or sales/BD path are encouraged to apply.