Wealth Management Associate
1 day ago
Wealth Taurus Wealth Advisors PTE LTD is a leading independent wealth advisor in the Asia Pacific region, dedicated to providing conflict-free investment advice to clients.
Job Description:
The Investment Analyst Trainee will work closely with our team of Investment Counsellors (ICs) to support business development efforts and client-related tasks.
Key Responsibilities:
- Prepare pitch books, preliminary analyses, market commentaries, and presentation decks for webinars and quarterly outlook.
- Support ICs with investment initiatives and client-related tasks such as investment proposal generation, reviewing and analyzing investment information of prospects, account reviews, translations of marketing materials, and preparation of investment ideas.
- Assist Financial Advisors in preparing for internal Client portfolio reviews and supporting the ICs to conduct the same.
- Support ICs in assimilating and reviewing relevant information to conduct research and analyses, and to draft trade and portfolio recommendations in a client-ready format.
- Maintain and update tools used to track performance of recommended trades and models including administrative support for the conduct of the Investment Committee.
Salary:
Ranging from $45,000 to $60,000 per annum, depending on qualifications and experience, based on current market standards for similar roles in Singapore.
Requirements:
- Degree in Banking/Business/Economics/Engineering/Finance/Maths.
- Possession of strong interpersonal and communication skills.
- Ability to learn and adapt quickly in a fast-paced environment.
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