Investment Specialist

As an Investment Specialist, you’ll embark on a structured pathway to becoming a Portfolio Specialist. Your responsibilities will include :

Building and maintaining strong relationships with clients while expanding your professional network.

Assisting clients in managing their investment portfolios and guiding them in making informed financial decisions.

Evaluating risk-reward trade-offs across financial instruments such as bonds and derivatives.

Utilizing tools like the DISC Personality Assessment and Enneagram framework to enhance communication and collaboration skills.

Helping clients define and achieve their investment goals using CPF and cash portfolio strategies.

About You

We’re looking for fresh graduates or career changers who possess the following qualities :

A diploma or degree from a recognized institution in any field.

A positive attitude, self-motivation, and a results-driven mindset.

Excellent interpersonal and communication skills to build lasting client relationships.

An interest in business, finance, or management (no prior experience required—we provide the training!).