Wealth Management Analyst

INCRED GLOBAL WEALTH PTE. LTD.

Singapore, Singapore
Not specified
Private banking experience
Client portfolio monitoring
Kyc/aml compliance knowledge
INCRED GLOBAL WEALTH PTE. LTD. is seeking a detail-oriented Wealth Management Analyst to support their Wealth Management team in Singapore. The position involves relationship management, investment support, and operational duties, catering primarily to ultra-high-net-worth and high-net-worth clients

Job Summary

  • This role offers a strong foundation in private banking by supporting Senior Relationship Managers with UHNI/HNI client portfolios.
  • Candidates will be responsible for monitoring client portfolios, preparing briefings, and conducting market research to assist with investment recommendations.
  • The position requires ensuring adherence to MAS regulations and internal risk management standards while maintaining high client satisfaction.

Matching Summary

Match Score: 80

INCRED GLOBAL WEALTH PTE. LTD. is seeking a detail-oriented Wealth Management Analyst to support their Wealth Management team in Singapore. The position involves relationship management, investment support, and operational duties, catering primarily to ultra-high-net-worth and high-net-worth clients.

Skills & Requirements

Must-have

  • Private banking experience
  • Client portfolio monitoring
  • KYC/AML compliance knowledge

Nice-to-have

  • Strong communication skills
  • Multitasking capabilities
  • Market research familiarity

Key Requirements

  • Minimum 1-2 years relevant experience
  • Postgraduate degree in Finance or Business Management
  • Fresh graduates with strong academic profiles considered

Work Rights

Not specified

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