Investment Consultant

About Airwallex Airwallex is a leading global fintech company dedicated to building next-generation financial infrastructure, providing businesses with intelligent and efficient cross-border financial solutions through technological innovation. Our services encompass cross-border payments, foreign exchange risk management, corporate treasury management, and value-added financial services. Singapore, as our Asia Pacific regional headquarters, is a crucial hub for driving business innovation and strategic expansion. Job Overview We are seeking an experienced and highly analytical investment advisor to join our Singapore team. This role will involve providing institutional and corporate clients with professional investment strategy advice and treasury management solutions, helping them optimize asset allocation and enhance investment returns. Ideal candidates should possess deep knowledge of financial markets, excellent client communication skills, and rigorous analytical thinking. Key Responsibilities Client Consulting and Analysis: Provide professional investment strategy advice to institutional and high-net-worth clients, including asset allocation, portfolio management, and risk management solutions. Market Research: Continuously track global macroeconomic conditions, financial market dynamics, and regulatory policy changes; write professional investment analysis reports and market insights. Solution Design: Design customized investment solutions and treasury management strategies based on client needs and risk appetite. Client Relationship Management: Establish and maintain long-term partnerships with key clients, providing regular portfolio reviews and strategy adjustment recommendations. Product Development Support: Work closely with the product team to participate in the development of new investment products and solutions based on market insights and client needs. Compliance and Risk Control: Ensure all investment advice and consulting services comply with the relevant regulatory requirements of the Monetary Authority of Singapore (MAS). Team Collaboration: Work closely with sales, product, and risk management teams to provide comprehensive financial service support to clients. Job Requirements Master's degree or above in finance, economics, business, or a related field. 5+ years of experience in investment consulting, wealth management, or asset management; preference given to candidates holding relevant professional certifications (e.g., CFA, FRM). Proficient in the Singapore financial market and related regulations; possess an MAS representative license or be able to obtain one quickly. Proof of outstanding financial analysis skills and portfolio management experience. Excellent client relationship management and communication skills; able to build trust with high-net-worth clients. Excellent written and oral communication skills in both English and Chinese; able to write professional investment analysis reports. Teamwork spirit; able to handle multiple projects in a fast-paced environment. Proficient in using financial data terminals such as Bloomberg and Reuters, and office software. What We Offer Competitive compensation package, including performance bonuses and long-term incentives. Opportunity to work on a leading global fintech platform and participate in the development of innovative financial products. Work with a professional team and be exposed to cutting-edge fintech and investment concepts. Comprehensive training system and career development path. Comprehensive benefits and flexible work arrangements.