Investment Advice Coordinator
3 days ago
We are seeking a skilled Investment Advice Coordinator to join our team and contribute to the delivery of Albourne's advisory service. The successful candidate will be responsible for coordinating the implementation of investment advice to clients.
About the Company
RSM STONE FOREST ACCOUNTSERVE PTE. LTD. is a leading provider of investment advice to clients. We are committed to delivering exceptional results and building long-term relationships with our clients.
Key Responsibilities
Coordinate the implementation of investment advice to clients. Provide market insights and prepare reports for clients. Conduct bespoke research on funds, strategies, and portfolios as required. Develop and maintain relationships with clients and internal stakeholders. Ensure timely completion of tasks and deliverables. Contribute to the preparation of Albourne Strategy Timing reports and portfolio construction reports. Assist in the review and publication of Albourne research.
Requirements
University graduate or equivalent. Relevant prior work experience in the alternatives industry. Strong written communication skills. Possession of or advanced progression towards relevant professional qualifications (CFA, CAIA). Proactive self-starter with excellent time management and multi-tasking skills. Professional demeanor and strong interpersonal skills. Systems literacy (Excel, PowerPoint, Word, Outlook). Overseas traveling is expected. Comply with terms of Albourne Compliance Manuals.
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