We are currently looking for passionate and experienced individuals to join us as Investment Specialist.
Are you the one who can provide insightful investment strategies and build lasting client relationships?
At Invictus, we believe in creating "Relationships for Life."
We offer a dynamic environment where your expertise is valued and your contributions make a real impact.
If you have a proven track record in investment management and a commitment to excellence, we want to hear from you.
Join us and take your career to new heights as part of a team dedicated to delivering exceptional investment solutions and fostering lifelong relationships.
Responsibilities:
Deliver expert investment strategies to clients
Conduct regular reviews to assess the progress of clients' investment
Understanding of unit trust investment, bonds and equities
Identify market trends and implement winning sales strategies
Manage client investment portfolios
Provide comprehensive investment advice
Propose solutions and planning for client investment needs
To be successful in this role you will need to be:
Self-motivated, confident and positive individual
At least 21 years old & above
Minimum A levels / Diploma from a recognized institution
Outspoken with excellent communication and interpersonal skills
Ability to work with a diverse group of people
Candidates with client servicing experience will have an added advantage.
Interested applicants are invited to send your updated resume via
Apply Now
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Summit Planner Invictus is a forward-looking financial advisory organisation where trust meets growth. We believe in building a team that is supportive, driven, and bonded — a collective of committed individuals who not only excel in their craft but also find genuine fulfilment in their work.
At our core, we value people who believe in themselves, trust in their potential, and rise above challenges with empathy, compassion, and integrity. Guided by strategy, heart, and professionalism, we help individuals and families build stronger financial foundations, create lasting security, and achieve their aspirations.
At Summit Planner Invictus, we live by our tagline: “Relationship for Life.” We are committed to building lifelong partnerships — with our clients, our people, and our community.