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Assistant Investment Advisor

3 weeks ago

Singapore TECH AALTO PTE. LTD. Full time

**Job Title**:Assistant Investment Advisor
**Location**:Singapore
**Department**:Investment Advisory / Wealth Management
**Reporting to**:Senior Investment Relationship Manager

**Role Overview**

**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.

Tech Aalto Pte Ltd | 24S2130 EA

Pushpanjli Kir | R1657306.