Assistant Investment Specialist

6 days ago

Remote, Singapore WealthAsia Full time $60,000 - $120,000 per year

Supports Executive Wealth Director and his team in the research, analysis, management, and execution of client investment strategies. Acts as a crucial link between the sales team and the back-office operations, ensuring seamless client service, sales support, and investment execution.

Key Responsibilities

  • Conduct due diligence on potential wealth and investment opportunities.
  • Perform quantitative and qualitative analysis of portfolio holdings and asset classes.
  • Assist in generating investment proposals, performance reports, and market commentaries.
  • Gather and synthesize economic, market, and company-specific data to support investment decisions.
  • Prepare and process trade orders accurately and efficiently as directed, adhering to all compliance guidelines.
  • Monitor portfolios for cash balances, asset allocations, and compliance with client investment policy statements.
  • Resolve trade settlement issues and coordinate with custodial and operations teams.
  • Prepare comprehensive client performance reviews and quarterly statements.
  • Assist in drafting client-facing correspondence, presentations, and meeting materials.
  • Respond promptly to client and internal inquiries regarding portfolio performance, transactions, and account details.
  • Ensure all client documentation, Know Your Customer (KYC), and suitability requirements are complete and current.
  • Maintain and update client data, transaction records, and research files in the management systems.
  • Assist with regulatory reporting and internal compliance audits as needed.

What you need to have:

  • Poly Diploma or equivalent qualifications
  • Business acumen & strong negotiation skills
  • People management skills with excellent initiatives
  • Team player, proactive and collaborative
  • Self-motivated personality and positive attitude
  • Strong communication and interpersonal skills
  • Mature and willingness to learn
  • No working experience required as comprehensive training will be provided.

We welcome all experienced professionals, including those who are seeking a career switch with no experience at all, as we provide you with the necessary and comprehensive training to make your career with us a success.

Job Types: Full-time, Part-time, Permanent, Internship, Fresh graduate

Pay: From $3,000.00 per month

Work Location: Remote

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