Vice President – Investment Specialist

Great Eastern Sun

Singapore

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Posted 9 hours ago
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Job Description

The Investment Specialist is a MAS licensed role responsible for advisory activities under Great Eastern Financial Advisory license. You will be developing and managing relationships with HNW, UHNW and corporate clients, delivering tailored investment & legacy planning solutions. This role reports to the Group Head of High Net Worth.

Providing specialized advice on investment products and wealth planning aligned with client objectives and risk profiles.
Cultivating and maintaining strong, trust-based relationships with HNW clients and their families.
Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners.
Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
Support clients and strategic partners throughout the investment process including case administration, and periodic portfolio review.
Conduct and organize training sessions and client events to enhance investment product knowledge and promote integrated wealth and succession planning solutions.
Monitor and report on investment activities, including pipeline tracking, sales reports, and regulatory updates, ensuring all activities comply with internal policies and external regulations