Investment Specialist Overview

What does an Investment Specialist do?

Investment specialists provide advice and assistance related to investments and other financial products and services. They provide information and support to customers or prospective clients over the phone, via email, or using an online support platform. They answer questions and give detailed explanations about products and services. Their role also includes assisting clients in resolving any issues or concerns they may have with their current accounts. They guide new clients in opening accounts and completing the initial documents and other necessary setup processes.

Investment specialists typically have a bachelor’s degree in finance, accounting, or a business field. These roles generally require one or more financial licenses, such as Series 63 or Series 7, and may have additional certification requirements. In-depth understanding of investment principles and financial products is helpful.

Work/Life Balance
3.6 ★
Salary Range--
Career Opportunity
3.7 ★
Avg. Experience2-4 years

Investment Specialist Salaries near Singapore

Average Base Pay

$30,534 /month
Not including cash compensation
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Glassdoor Estimated Salary

Investment Specialist Insights

Read what Investment Specialist professionals have to say about their job experiences and view top companies for this career.
Investment Specialist
3 Dec 2021

“good work life balance put”

Beijing Zhongguancun BankBeijing Zhongguancun Bank
Investment Specialist
29 Jun 2022

“really nice work life balance”

Investment Specialist
25 Oct 2021

“Good work life balance”

Bank of America Merrill LynchBank of America Merrill Lynch
Investment Specialist Trainee
26 May 2022

“Training pay is good”

BMO Financial GroupBMO Financial Group
Investment Specialist
29 Mar 2023

“Good starting for career”

Investment Specialist
19 Dec 2022

“unstable salary as it is mainly comms based.”

Bank of America Merrill LynchBank of America Merrill Lynch
Investment Specialist
6 Jul 2022

“Decent entry level pay.”

Charles SchwabCharles Schwab
Investment Specialist
21 Mar 2022

“Good initial training for interpersonal investment counseling interactions.”

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Investment Specialist Interviews

Investment Specialist jobs