
Investment Fund Specialist
3 days ago
Investment Fund Specialist – Build & Grow Portfolios, Win Client Trust
We're looking for ambitious, sharp, and client-focused individuals ready to step into the finance world as Investment Analysts. This role isn't just about crunching numbers — it's about managing portfolios across asset classes and building the trust that grows Assets Under Management (AUM).
What You'll Do
- Analyse and manage portfolios that span unit trusts, equities, bonds, and multi-asset strategies
- Conduct in-depth research on market trends, asset classes, and fund performance
- Support the design of tailored investment solutions for diverse client needs
- Work closely with senior advisors to present strategies and proposals
- Engage with clients, showcasing insights and building confidence in your recommendations
Why This Role Matters
- Direct exposure to real portfolios — learn the mechanics of managing funds across multiple asset classes
- Hands-on client engagement — not just back-office analysis, but active involvement in winning trust
- Opportunity to acquire and grow AUM, setting the foundation for a strong career in wealth & asset management
- Mentorship from experienced portfolio managers and financial leaders
- Build both technical expertise and client-facing charisma — the dual edge of a top analyst
Who You Are
- A fresh graduate in Finance, Economics, Business, or related fields (other disciplines welcome if you can show market awareness and drive)
- Analytical, with a strong grasp of numbers and investment fundamentals
- Charismatic and confident in communicating ideas to clients
- Ambitious with the appetite to grow AUM and build long-term client trust
- Entrepreneurial mindset, eager to elevate yourself into a high-performance finance career
This is more than an entry-level role — it's a launchpad into asset management and client advisory, combining analysis, strategy, and relationship-building.
Apply now if you're ready to manage portfolios, attract clients, and grow with us.
Job Types: Full-time, Permanent, Fresh graduate
Pay: From $6,000.00 per month
Benefits:
- Employee discount
- Flexible schedule
- Professional development
Work Location: In person
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