Chat on WhatsApp
Paradigm Recruitment

Investment Representative

Paradigm Recruitment
SGD2,000 - 3,000
Full-Time · On-site

Job Requirements

On-site

Job description for Investment Representative at Paradigm Recruitment

Our client is a brokerage firm and they have a few openings for the Sales/ Investment Representative position

Responsibilities

This role is a hybrid of business development, market advisory, and trade execution within a tech-driven brokerage environment. Your core mandate is to grow the firm's client base while helping those clients navigate global financial markets using the company's trading platform.

1. Business Development & Relationship Management

Asset & Client Acquisition: Actively hunt for and onboard new clients to build your own portfolio.

Relationship Management: Maintain and deepen relationships with existing clients to encourage active trading and long-term retention.

Tailored Advisory: Understand each client's unique financial goals and risk tolerance to design customized trading strategies for them.

2. Market Insights & Advisory

Active Monitoring: Keep a pulse on global market trends, economic shifts, and macroeconomic data.

Idea Generation: Translate complex market movements into clear, timely, and actionable investment opportunities for your clients across securities and futures.

3. Trade Execution & Platform Utilization

Order Management: Execute and manage client orders directly through the company platform.

Speed & Accuracy: Handle high-paced trade execution smoothly while strictly staying within established risk parameters to avoid costly errors.

4. Risk & Compliance

Regulatory Standards: Ensure all advisory and trading activities strictly align with MAS (Monetary Authority of Singapore) regulations.

Internal Governance: Follow internal company policies and maintain high ethical standards to mitigate legal and financial risk.

Requirements

1. Eligibility & Academic Qualifications

Education: A recognized University Degree or Polytechnic Diploma in any discipline (candidates with a background in Economics or Finance are preferred).

Applicants with no experience are welcome to apply, training will be provided (More than 3 months of comprehensive training)

2. Regulatory & Licensing Prerequisites (CMFAS)

Total Papers Required: 5 CMFAS papers (Modules 1A, 2A, 5, 6, and 6A) to be registered as an RNF-licensed Investment Representative under MAS.

Pre-Joining Requirement: Candidates must clear a minimum of 3 papers before their official onboarding date.

Sponsorship: The company will sponsor the first attempt for these exams.

3. Experience & Personal Attributes

Market Knowledge: Must have personal experience managing personal investments.

Soft Skills: Outgoing personality with strong communication skills and a genuine willingness to engage directly with retail customers.

Networking: Possesses a strong personal or professional network.

Digital Presence: Social-media friendly; required to actively post and engage on platforms for brand/product visibility.

4. Key Performance Indicators (KPIs) & Expectations

Acquisition Target: Must successfully acquire 150 new customers within the first 6 months.

Activity Level: High-intensity field marketing, including daily physical roadshows and standard rotations.

Commitment: Subject to a 9-month bond starting from the commencement date.

Please click "Quick Apply" or send an updated resume to alf•••••••@paradigmrecruitment.com.sg if you are interested to apply for this position


EA Personnel Name: Alfred Lai

EA Personnel No: R1545971

EA License No: 21C0434


About the company
Paradigm Recruitment
Paradigm Recruitment

Glints Safety Tips

Legitimate employers won’t ask for contact Telegram or any kind of top-ups or payment. Do not provide your messaging app contacts, bank details, or credit card information.

Learn More

Similar jobs for you

Fund Accountant

Not Disclosed
Full-Time
Alter Domus
Alter Domus
Full-Time
5–10 years
7 Pillars Management
7 Pillars Management
Full-Time
3–5 years
CSC (Corporation Service Company)
CSC (Corporation Service Company)
Paradigm Recruitment

Investment Representative

Paradigm Recruitment
SGD2,000 - 3,000
Full-Time · On-site

Job Requirements

On-site

Job description for Investment Representative at Paradigm Recruitment

Our client is a brokerage firm and they have a few openings for the Sales/ Investment Representative position

Responsibilities

This role is a hybrid of business development, market advisory, and trade execution within a tech-driven brokerage environment. Your core mandate is to grow the firm's client base while helping those clients navigate global financial markets using the company's trading platform.

1. Business Development & Relationship Management

Asset & Client Acquisition: Actively hunt for and onboard new clients to build your own portfolio.

Relationship Management: Maintain and deepen relationships with existing clients to encourage active trading and long-term retention.

Tailored Advisory: Understand each client's unique financial goals and risk tolerance to design customized trading strategies for them.

2. Market Insights & Advisory

Active Monitoring: Keep a pulse on global market trends, economic shifts, and macroeconomic data.

Idea Generation: Translate complex market movements into clear, timely, and actionable investment opportunities for your clients across securities and futures.

3. Trade Execution & Platform Utilization

Order Management: Execute and manage client orders directly through the company platform.

Speed & Accuracy: Handle high-paced trade execution smoothly while strictly staying within established risk parameters to avoid costly errors.

4. Risk & Compliance

Regulatory Standards: Ensure all advisory and trading activities strictly align with MAS (Monetary Authority of Singapore) regulations.

Internal Governance: Follow internal company policies and maintain high ethical standards to mitigate legal and financial risk.

Requirements

1. Eligibility & Academic Qualifications

Education: A recognized University Degree or Polytechnic Diploma in any discipline (candidates with a background in Economics or Finance are preferred).

Applicants with no experience are welcome to apply, training will be provided (More than 3 months of comprehensive training)

2. Regulatory & Licensing Prerequisites (CMFAS)

Total Papers Required: 5 CMFAS papers (Modules 1A, 2A, 5, 6, and 6A) to be registered as an RNF-licensed Investment Representative under MAS.

Pre-Joining Requirement: Candidates must clear a minimum of 3 papers before their official onboarding date.

Sponsorship: The company will sponsor the first attempt for these exams.

3. Experience & Personal Attributes

Market Knowledge: Must have personal experience managing personal investments.

Soft Skills: Outgoing personality with strong communication skills and a genuine willingness to engage directly with retail customers.

Networking: Possesses a strong personal or professional network.

Digital Presence: Social-media friendly; required to actively post and engage on platforms for brand/product visibility.

4. Key Performance Indicators (KPIs) & Expectations

Acquisition Target: Must successfully acquire 150 new customers within the first 6 months.

Activity Level: High-intensity field marketing, including daily physical roadshows and standard rotations.

Commitment: Subject to a 9-month bond starting from the commencement date.

Please click "Quick Apply" or send an updated resume to alf•••••••@paradigmrecruitment.com.sg if you are interested to apply for this position


EA Personnel Name: Alfred Lai

EA Personnel No: R1545971

EA License No: 21C0434


About the company
Paradigm Recruitment
Paradigm Recruitment

Glints Safety Tips

Legitimate employers won’t ask for contact Telegram or any kind of top-ups or payment. Do not provide your messaging app contacts, bank details, or credit card information.

Learn More

Similar jobs for you

Fund Accountant

Not Disclosed
Full-Time
Alter Domus
Alter Domus
Full-Time
5–10 years
7 Pillars Management
7 Pillars Management
Full-Time
3–5 years
CSC (Corporation Service Company)
CSC (Corporation Service Company)

Investment Representative

Paradigm Recruitment