Assistant Investment Advisor

6 days ago

Singapore Tech Aalto Full time $60,000 - $120,000 per year
Job Title: Assistant Investment Advisor

Location: Singapore

Department: Investment Advisory / Wealth Management

Reporting to: Senior Investment Relationship Manager

Role Overview

We are looking for a motivated and analytically strong Assistant Investment Advisor to support the Investment Advisory team. This is a hybrid role with a primary focus on Research & Analytics, while also offering exposure to client engagement and relationship support. The ideal candidate is someone with a good grasp of investment products and markets, who is eager to grow into a client-facing role over time.

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.
When you apply, you voluntarily consent to the disclosure, collection and use of your personal data for employment/recruitment and related purposes in accordance with the Tech Aalto Privacy Policy, a copy of which is published at Tech Aalto's website )

Confidentiality is assured, and only shortlisted candidates will be notified for interviews.

Tech Aalto Pte Ltd | 24S2130 EA

Pushpanjli Kir | R

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