Wealth Management Analyst

5 days ago


Singapore INCRED GLOBAL WEALTH PTE. LTD. Full time

We are seeking an Analyst within our Wealth Management business. Below are the responsibilities:

- To shadow Senior relationship managers and assist them in managing their clients.
- Monitor and review client portfolios and create process and templates which allows for ease of monitoring.
- Use technology to improve efficiencies in all processes related to client management.
- Assist Senior Relationship manager in sourcing new clients.
- Assist Senior RM in making required marketing materials in the process of sourcing new clients and or managing client portfolios.

**Requirements**:



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