Investment Associate

4 days ago

Central Region, Singapore UOB Kay Hian Pte Ltd Full time $80,000 - $120,000 per year

Job Summary:

The Wealth Management Associate support senior finance director in delivering comprehensive financial solutions to clients and investment partners. This includes client relationship support, portfolio administration, financial planning coordination, and ensuring a high level of client service.

Key Responsibilities

Client Support & Relationship Management

  • Serve as key point of contact for clients on administrative and operational matters.
  • Assist in onboarding new clients, including KYC/AML documentation and account setup.
  • Coordinate and attend client meetings, take meeting notes, and ensure follow-up on action items.
  • Maintain and update CRM systems with client interactions and data.

Portfolio & Investment Support

  • Assist in preparing investment proposals, asset allocation reports, and client review materials.
  • Monitor client portfolios and work with portfolio managers to ensure alignment with investment goals.
  • Help execute client instructions related to trades, transfers, or account maintenance.

Financial Planning & Reporting

  • Support the development of financials plans, retirement projections, and cash flow analyses.
  • Generate performance reports and other customized client reporting as needed.

Compliance & Risk Mangement

  • Ensure all client activity complies with regulatory requirements and internal policies.
  • Support audits and reviews by preparing documentation and responding to inquiries.

Preferred Skills and Attributes:

  • Client-first mindset with high professional integrity and discretion.
  • Team player with a collaborative approach.
  • Ability to multitask and prioritize in a fast-paced environment.

Requirements:

  • Relevant experience in client servicing, operations or sales support within financial institutions.
  • Bachelor degree or diploma from reputable institutions.
  • Strong understanding of financial products and services.
  • Excellent interpersonal, communication and client interfacing skills.
  • Meticulous, strong attention to details.
  • Possess future oriented mindset, strive to innovate and adapt to changes
  • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments.
  • Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient.

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