Investment Specialist at RHB Singapore

Position Investment Specialist
Posted 20 Jun 2026
Expired 20 Jul 2026
Company RHB Singapore
Location Singapore | SG
Job Type Full Time

Job Description:

Latest job information from RHB Singapore for the position of Investment Specialist. If the Investment Specialist vacancy in Singapore matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at RHB Singapore for the position of Investment Specialist below matches your qualifications.

About the Role

We are seeking a highly motivated Investment Specialist to join our team. Reporting to the Head of Wealth Advisory, you will be responsible for providing dedicated client wealth sales advisory and services to the Bank’s clients. You will play a key role in delivering holistic investment solutions, leveraging your expertise in financial products, market trends, and client needs.

What you will be doing

  • Advance understanding of global markets and macroeconomics to support advisory activities
  • Maintain good knowledge of financial products including Unit Trust, Structured Products, Dual Currency Investments, Fixed Income and others
  • Develop Fund Focus initiatives and collaborate with Product Desk to onboard new products based on client needs
  • Conduct joint marketing visitations with Sales Advisors and/or Team Heads
  • Partner with Team Heads and Sales Advisors to provide a holistic view of the investment cycle, including asset allocation, risk assessment, product solutions, and recommendation rationale
  • Prepare research write-ups and contribute to developing house views on market trends and investment strategies

What we're looking for

  • Degree in Banking, Business Administration, Economics, or a related field, with at least 5 years of experience in the financial industry
  • Experience as an Investment Specialist or Consultant is an added advantage
  • Strong knowledge of banking and investment products within Wealth Management
  • Excellent communication and interpersonal skills, with the ability to engage stakeholders at all levels
  • Strong problem-solving and decision-making capabilities
  • Must possess CMFAS certifications: M1a, M1b, M6, M6A, M8, M8A

Job Info:

  • Company: RHB Singapore
  • Position: Investment Specialist
  • Work Location: Singapore
  • Country: SG

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Investment Specialist at the office Singapore above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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