234 Investment Sales jobs in Singapore

Overview
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.
#J-18808-Ljbffr

We are recruiting an Investment Sales Specialist within the wealth and financial services sector.

Key Responsibilities

• Client Acquisition & Sales Targets: Actively prospect, identify, and acquire new high-net-worth (HNW) or institutional clients to grow the investment portfolio and meet aggressive sales and revenue targets.
• Relationship Management: Cultivate and maintain strong, long-term relationships with existing clients and distribution partners (e.g., relationship managers, financial consultants).
• Investment Advisory: Provide expert, client-centric advice on a wide range of sophisticated investment products and strategies, including equities, bonds, Unit Trusts, ETFs, mutual funds, derivatives, and structured products.
• Needs Assessment: Conduct in-depth analysis of client financial goals, risk tolerance, and current portfolio to recommend tailored investment solutions.
• Market Intelligence: Monitor and interpret economic data, financial news, and market trends to deliver timely and actionable investment insights to clients and internal sales teams.
• Product Expertise: Maintain deep, up-to-date knowledge of the firm's entire product suite, including technical details, performance data, and competitive positioning.
• Content Delivery: Prepare and deliver high-quality presentations and investment counselling sessions to articulate complex strategies clearly and convincingly.
• Deal Execution: Facilitate and ensure the smooth, timely execution of client investment transactions
• Regulatory Compliance: Ensure all sales activities, advice, and product recommendations strictly adhere to regulatory requirements (e.g., MAS guidelines, CMFAS licensing rules) and internal compliance policies.
• Reporting & Documentation: Utilize CRM tools to diligently record client activities, sales pipelines, meeting notes, and prepare sales performance and risk reports for management.

HSBC - Savings & Investment Sales (No FOREIGN QUOTA) #BuildingYourFuture
Are you a hard worker looking to BREAK AWAY from your 9-5? Looking to be paid MORE based on your own time and effort? Have MORE time for your family and loved ones? Interested to explore the LIMITLESS potential of sales?
WE want YOU! We are expanding and looking for driven, ambitious, motivated and disciplined individuals to join our family.
Sign up Package of
2,000SGD*
Sales Allowance starting from
3,000SGD*
High
Commissions +
Incentives + Bonuses
(Gross Income of S$6,000 & above)
Friendly and supportive environment
Personal
Mentoring
and
Coaching
Teams with current achievers
Fast Track Career progression to
MANAGEMENT
Fast Moving Industry that favors the bold and motivated
Structured training with
completion bonus *
Applicants with Sales experience are welcome to apply
Job Scope:
Client acquisition & servicing to retain and develop sustainable client relationships over long term
Assist Clients with financial portfolios and goals
Prepare reports and review updates with clients
Extended servicing to assist clients with family and generational wealth
Engaged Services with High Net-worth Families
Well-rounded Banking & Financial Services
Managing Corporate Risks for Business Owners
Requirements
Applicants must possess at least a Local Diploma/ Diploma of at least 2.5 years or 900 hours, GCSE A Levels Pass, Bachelor's Degree or higher
No work experience required.
2 Full-Time position
available.
No Foreign Quota, Only Singaporeans may apply.
Applicants will be shortlisted upon interview.
About Our Client - HSBC
Our client is a leading international bank, with more than a 150-year history in some of the world’s most dynamic markets. They are now one of the world's largest banking and financial services organization, providing opportunities to their clients and employees alike in an inclusive and inspiring environment. Their ambition is to be the preferred international financial partner for their clients.
HSBC believes in inclusion & sustainability. They strongly believe that diversity benefits their customers, business and people. They also recognize the growing commitments to the communities that they engage in and are actively spearheading such initiatives.
We are looking for like-minded and motivated candidates to join their growing business as part of the HSBC Sales Acquisition family.
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We are seeking a highly skilled Financial Services Expert to join our team.

Job Description:

• Prepare and review monthly, quarterly and annual financial reports in accordance with international accounting standards and client requirements.
• Oversee and ensure accurate bookkeeping and full set of accounts for multiple clients, including general ledger, accounts receivable, accounts payable, fixed assets and accounting schedules.
• Prepare consolidated accounts and review corporate income tax computations and filings; ensure timely submission in compliance with regulatory requirements.
• Advisory support to clients, including guidance on taxation implications.

Required Skills and Qualifications:

• Degree in Accountancy or related field.
• Possession of ISCA, ACCA, CPA or equivalent professional qualification will be an advantage.
• Minimum 4 to 5 years of accounting experience.
• At least 1 year experience in outsourced accounting and/or tax management and/or audit firms.
• Strong understanding of accounting standards and regulatory requirements.
• Proficiency in accounting software and Microsoft Office Suite.

Benefits:

• Competitive salary package.
• Annual leave starting with 14 days.
• Medical and insurance benefits.

We are looking for someone who is highly motivated, organized and able to work independently as part of a team. If you have the skills and experience we require, please submit your resume via the link below.

We are seeking a highly motivated Financial Services Associate to join our team in Singapore. As a Financial Services Associate, you will be responsible for participating in wealth management and sales activities, receiving comprehensive training on financial services techniques.

Key Responsibilities:

• Maintain good communication with customers and provide excellent customer service.
• Contribute to the overall sales efforts and help achieve targets.

Benefits of Working With Us:

• High basic pay + incentives.
• Work-life balance with flexible work schedule.
• Career development opportunities.

Requirements:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications.
• Singaporean or PR status.
• Excellent communication and interpersonal skills.
• Interest and passion for sales.
• Willingness to learn and undergo training.
• Team player, proactive and collaborative.
• Self-motivated and goal-oriented.
• No working experience required as comprehensive training will be provided.

About This Role

This is an exciting opportunity for those who are passionate about finance and looking to start their career in a dynamic industry. You will have the chance to learn from experienced professionals and develop your skills in a supportive environment.

We are seeking a highly organized and detail-oriented Financial Services Coordinator to support our finance team in ensuring smooth day-to-day operations. This role involves providing comprehensive administrative support while handling fundamental accounting tasks, possessing excellent numerical skills and the ability to work efficiently in a fast-paced environment.

The ideal candidate will handle a blend of administrative duties and accounting responsibilities, including processing quotations, sales orders, invoices, and managing accounts receivable functions, ensuring timely collection. Additionally, they will prepare and submit required reports on time, perform project scheduling, tracking, and analysis, organize and file documents, maintain accurate and up-to-date financial records, collaborate with other departments to resolve queries, and ensure compliance with company policies and accounting regulations.

To be successful in this role, you will require a diploma in Accountancy or relevant professional certification, proficiency in Microsoft Office applications, and experience working in an accounting or bookkeeping role. You must possess meticulous attention to detail, strong organizational and time-management skills, self-motivation, and the ability to work well under deadlines.

• Diploma in Accountancy or relevant certification.
• Proficient in Microsoft Office applications.
• Minimum 2 years of working experience in accounting or bookkeeping.
• Meticulous, detail-oriented, and strong sense of accountability.
• Excellent organizational and time-management skills.

We are a professional firm offering corporate secretarial and accounting services to SMEs, startups, and international clients in Singapore.

• We oversee full sets of accounts for multiple client entities.
• Prepare financial statements, management reports, and XBRL filings.
• Handle GST submissions, corporate tax schedules, and payroll reporting.
• Manage ACRA filings including annual returns, incorporation, share transfers, and director changes.
• Draft and maintain board resolutions, AGM/EGM minutes, and other statutory documents.
• We supervise and review the work of remote bookkeepers to ensure timely and accurate completion.
• Liaise directly with auditors, IRAS, and government agencies when required.
• Maintain strong professional client relationships and ensure compliance with statutory deadlines.

• Minimum 3 years of relevant experience in accounting and/or corporate secretarial roles.
• Diploma or Degree in Accounting, Business, or related field (ACCA / ISCA / ICSA preferred).
• Proficient in accounting software (e.g., Xero, QuickBooks, or similar).
• A sound understanding of Singapore Companies Act and ACRA/IRAS requirements.
• Strong organizational and communication skills with ability to manage multiple clients.
• Able to lead and coordinate a remote team of bookkeepers effectively.

This role offers a chance to work with a professional team, gain experience in corporate secretarial and accounting services, and develop strong professional relationships.

The ideal candidate will have excellent time management skills, be able to prioritize tasks, and maintain a high level of accuracy and attention to detail.

We are seeking an experienced Investment Advisor to join our team in Singapore.

• Deliver investment advice that meets clients' financial objectives and needs profile.

• Partner with the Priority Banking Relationship Manager to provide timely and relevant investment advisory services.
• Utilise in-house advisory platforms to deliver holistic investment advisory to clients.
• Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events.
• Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration.
• Provide training to RMs on portfolio construction and proposals, product and system knowledge.

• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.