Investment Specialist

About the Role :

We are seeking a knowledgeable and client-oriented Investment Advisor to drive the expansion of investment assets and sales volumes among high-net-worth individuals (HNWIs). This role involves providing comprehensive investment support across products such as time deposits, foreign exchange, fixed income, unit trusts, and alternative investments.

The successful candidate will have a proven history in private banking or investment sales and excel at building strong, lasting relationships with senior clients and internal partners.

What You'll Do :

Develop and grow investment portfolios tailored to HNWI clients' financial goals

Handle all aspects of clients' investment needs, including fixed income, FX, structured and alternative investments

Foster long-term client relationships, ensuring exceptional service and retention

Identify and pursue opportunities to cross-sell and up-sell banking and investment products

Collaborate with research, operations, and compliance teams for seamless service delivery

Stay updated on market trends, new products, and regulatory changes

Ensure strict compliance with company policies and regulatory standards

What We're Looking For :

Bachelor's degree in Finance, Business, Economics, or related field

MBA or postgraduate finance qualifications a plus

3 to 12 years of relevant experience in investment sales, wealth management, or private banking

Professional certifications such as CFA, Certified Treasury Professional (CTP), or SEC Fixed Income Market Salesman preferred but not mandatory

Excellent communication and interpersonal skills, confident in engaging senior clients and internal teams

Proactive, results-oriented mindset with passion for client service and financial markets