Assistant Investment Specialist

WEALTH ASIA LLP

Islandwide, Singapore
**
Conduct due diligence on investment opportunities
Perform quantitative and qualitative analysis
Execute trade orders accurately
** WEALTH ASIA LLP is seeking an Assistant Investment Specialist to support the Executive Wealth Director and his team in managing client investment strategies. The role involves conducting research, analysis, and sales activities, acting as a liaison between the sales and back-office operations to ensure excellent client service. **

Job Summary

  • The role supports the Executive Wealth Director in researching, analyzing, and executing client investment strategies.
  • Key responsibilities include conducting sales activities to meet targets and performing detailed analysis of portfolio holdings.
  • The position serves as a crucial link between the sales team and back-office operations to ensure seamless client service.

Matching Summary

Match Score: 75

** WEALTH ASIA LLP is seeking an Assistant Investment Specialist to support the Executive Wealth Director and his team in managing client investment strategies. The role involves conducting research, analysis, and sales activities, acting as a liaison between the sales and back-office operations to ensure excellent client service. **

Skills & Requirements

Must-have

  • Conduct due diligence on investment opportunities
  • Perform quantitative and qualitative analysis
  • Execute trade orders accurately
  • Monitor portfolios for compliance
  • Prepare client performance reports

Nice-to-have

  • Strong communication skills for client inquiries
  • Ability to synthesize market data
  • Experience with regulatory reporting

Key Requirements

  • Knowledge of KYC and suitability requirements
  • Understanding of investment policy statements
  • Compliance with regulatory guidelines

Work Rights

Not specified

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