Analyst / Client Advisor

1 week ago


Singapore KAMET CAPITAL PARTNERS PTE. LTD. Full time

Responsibilities:

  • Liaison between the firm and client, acting as the investment representative or Advisor for clients.
  • Understanding each client's wealth objectives and investment requirements
  • Tailoring curated investment solutions and strategies to meet clients' investment objectives, ensuring that solutions are suitable for client's risk profiles.
  • Suppoet portfolio reviews with clients and deliver timely market / investment updates including outlooks and views.
  • Assist in the writing of communications, investment earnings updates and adhoc thought pieces.
  • Prepare documents and guide client through account opening, onboarding and investment subscription process. Other assigned projects deemed relevant by the company.

Requirement:

  • Relevant academic background in related fields.
  • 12 years industry experience with capital markets and investment knowledge in a clientfacing capacity.

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