Associate, Private Wealth

CGS INTERNATIONAL SECURITIES SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Singapore is seeking an Investment Advisory Associate. Responsibilities include conducting market research, preparing performance reports, and supporting relationship managers with tailored investment solutions. Ideal candidates will have a bachelor's degree in finance or related fields and strong analytical skills. Internship experience may be considered. This role offers a dynamic environment for professional growth and valuable insights into the financial sector.

Qualifications

• 1-3 years of relevant experience in investment advisory, portfolio management, wealth management or related financial services.
• Internship experience in similar roles may be considered.
• Proactive attitude and willingness to learn.

Responsibilities

• Conduct market and economic research to identify trends and opportunities.
• Assist in monitoring and reviewing client portfolios.
• Prepare performance reports to support rebalancing strategies.
• Provide insights on investment products.
• Support relationship managers with tailored investment solutions.

Skills

Strong analytical and quantitative skills

Excellent communication and presentation abilities

Proficiency in Microsoft Excel

Ability to interpret economic and market trends

Education

Bachelor’s degree in finance, Economics, Business Administration, Accounting, or a related field

Tools

Microsoft Excel

PowerPoint

Financial modeling tools

Job description

About the company

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products and prime brokerage services in over 15 countries and regions.

Along with its parent organisation China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

Key Responsibilities

• Conduct market and economic research to identify trends and opportunities.
• Assist in monitoring and reviewing client portfolios to ensure alignment with investment objectives and risk tolerance
• Prepare performance reports and support rebalancing strategies.
• Provide insights on investment products and assist in preparing investment outlook reports and presentations for internal and client use.
• Support relationship managers with tailored investment solutions for clients
• Ensure compliance with regulatory requirements and internal policies
• Stay updated on new investment products and market developments
• Participate in meetings, taking notes and assisting in follow‑up actions.
• Any ad‑hoc / project assigned by the Supervisor / Team Lead.
• Highlight issues or complain to the Supervisor if there is any.

Key Requirement

• Strong analytical and quantitative skills for market and portfolio analysis
• Excellent communication and presentation abilities
• Proficiency in Microsoft Excel, PowerPoint, and financial modeling tools
• Ability to interpret economic and market trends
• Knowledge of investment products (addedadvantage)
• Ideally,1-3 years of relevant experience in investment advisory, portfolio management, wealth management or asset management or related financial services.
• Internship experience in similar roles may be considered for candidates who demonstrate strong performance and potential
• Bachelor’s degree in finance, Economics, Business Administration, Accounting, or a related field
• A proactive attitude and willingness to learn, open minded and adaptable to changes.