Assistant Investment Advisor

4 weeks ago

Singapore TECH AALTO PTE. LTD. Full time
Roles & Responsibilities

Job Title: Assistant Investment Advisor

Location: Singapore

Department: Investment Advisory / Wealth Management

Reporting to: Senior Investment Relationship Manager

Role Overview

We are looking for a motivated and analytically strong Assistant Investment Advisor to support the Investment Advisory team. This is a hybrid role with a primary focus on Research & Analytics, while also offering exposure to client engagement and relationship support. The ideal candidate is someone with a good grasp of investment products and markets, who is eager to grow into a client-facing role over time.

Key Responsibilities

Research & Analytics (Primary Responsibility)

  • Conduct research and analysis on global macroeconomic trends, market outlook, and investment products.
  • Prepare investment strategy notes, client briefing materials, and performance reports.
  • Support the team in portfolio reviews, product comparison, and proposal generation.
  • Maintain and update investment databases, fund performance trackers, and internal dashboards.

Client Support & Relationship Management

  • Assist senior investment advisors in servicing HNW/UHNW clients with product-related queries and follow-ups.
  • Provide basic investment product explanations and documentation to clients.
  • Coordinate client onboarding, KYC, and ongoing compliance requirements.
  • Prepare materials for client meetings and follow-up action items.
  • Respond to day-to-day client service requests in coordination with internal teams (operations, compliance, product).

Team Support

  • Support the senior investment RM with meeting preparation, post-meeting notes, and action tracking.
  • Help streamline client reporting, documentation, and internal workflow processes.
  • Contribute to ad-hoc projects related to investment offerings, process enhancements, and market campaigns.

Skills & Qualifications

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 2–4years of experience in investment research, client support, or a similar role in banking/wealth management.
  • Strong understanding of investment products: mutual funds, bonds, equities, structured products, and portfolio concepts.
  • Excellent analytical and problem-solving skills.
  • Strong written and verbal communication skills in English (Mandarin is a plus for China/Asia market support).
  • Proficient in MS Excel, PowerPoint, Bloomberg/Refinitiv (preferred).
  • Highly organised, detail-oriented, and eager to learn and grow into a client-facing role.

When you apply, you voluntarily consent to the disclosure, collection and use of your personal data for employment/recruitment and related purposes in accordance with the Tech Aalto Privacy Policy, a copy of which is published at Tech Aalto's website (https://www.techaalto.com/privacy/)

Confidentiality is assured, and only shortlisted candidates will be notified for interviews.

Tech Aalto Pte Ltd | 24S2130 EA

Pushpanjli Kir | R1657306.

Tell employers what skills you have

Wealth Management
Outlook
Investment Advisory
Quantitative Research
Data Analysis
Analytical Skills
Structured Products
Valuation
Relationship Management
Economics
PowerPoint
Financial Modelling
Bonds
Banking
KYC
Databases
Mutual Funds
Equities

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