Client & Investment Analyst (Fund Management, Basic up to $4.5k + VB) - Islandwide, SG

Roles & Responsibilities

[Job ID : 1104009]

Our client is a licensed Fund Management Company holding a Capital Markets Services License. They specialize in managing the assets of high-net-worth individuals and offer a wide range of services to support their clients' family and lifestyle needs in Singapore.

We are seeking a Client & Investment Analyst who is articulate, confident, and comfortable engaging with clients both in-person and online.

Responsibilities :

• Act as a bridge between clients / prospective clients and portfolio managers.
• Understand and document the investment needs and financial history of clients and prospects.
• Communicate market updates, investment strategies, and portfolio outlooks to clients and prospects.
• Collaborate closely with portfolio managers in managing and monitoring client portfolios.
• Conduct KYC processes for onboarding and perform client due diligence.
• Support various company operations and administrative tasks.
• Perform other duties as assigned or required.

Requirements

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EA Personnel Name : Sandy Ng Mei Qi

EA Personnel Registration Number : R24125475

EA License No. : 07C5771

Tell employers what skills you have

High Net Worth Individuals

Wealth Management

Investment Advisory

Asset Management

Investment Strategies

Microsoft Excel

Due Diligence

Income Fund

Investment Analysis

Fixed Income Analysis

Wealth

Investment Management

Capital Markets

Bonds

investment portfolio

Fixed Income Portfolio Management

Fixed Income

KYC

Bridge

High Yield Bonds