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Investment Advisor Associate

1 month ago

Singapore WRISE WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time
Roles & Responsibilities

Responsibilities:

  • Liaise with external Structured Products counterparts for sourcing of quotes, placement & execution of orders, and post-trade coordination
  • Participate in investment strategy and trade ideas generation.
  • Manage, oversee and run WRISE’s in-house platform to ensure contents are updated at all times
  • Work closely with global stakeholders to deliver content modalities across the firm’s internal and external channels
  • Participate as host or moderator at client events, webcasts, podcasts and videos, as and when required, in partnership with the Brand and Marketing team
  • Produce ad hoc reports, webcasts, podcasts to respond to market events, in partnership with the Brand and Marketing team
  • Keep updated on changes in WRISE’s investment insights and infer implications for investment content Ensure all contents are cleared by the respective Risk and Compliance teams across all jurisdictions
  • Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
  • Perform other day-to-day or ad-hoc tasks


Requirements:

  • Degree holder in Finance, Business or related discipline
  • Minimum of 1 year of experience in investment related role
  • Strong knowledge across all investment product class
  • Good understanding of financial and investment markets

Tell employers what skills you have

Wealth Management
Investment Advisory
Treasury
Due Diligence
Structured Products
Valuation
Investments
Venture Capital
Private Banking
Private Equity
Risk Management
Strategy
Compliance
Financial Modelling
Banking
Sourcing

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