Investment Analyst
2 weeks ago
**[Job ID: ]
Overview:
This opportunity is with a licensed Fund Management Company with the Capital Markets Services License. Their main business is the asset management of wealthy individuals.
Responsibilities:**
- Serving as a liaison between clients/prospects and portfolio managers.
- Hearing and obtaining investment needs and histories of prospects and clients.
- Communicating market changes and our investment ideas and projections to prospects and clients.
- Work closely with portfolio managers on managing clients' portfolios
- Handling KYC for client onboarding and due diligence.
- Assisting in various company-related matters.
- Perform other related duties as necessary.
Requirements
- Bachelor's degree in Business, Finance, Economics, or a related field (other disciplines may be considered).
- Strong communication and interpersonal skills, with confidence in client-facing interactions.
- Good analytical and problem-solving abilities, with attention to detail.
- Proficient in Microsoft Office (Excel, PowerPoint, Word); familiarity with financial tools is a plus.
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
Please kindly refer to the Privacy Policy of Good Job Creations for your reference:
EA Personnel Name: Ong Kang Quan Ryan
EA Personnel Registration Number: R
EA License No.: 07C5771
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