Client Experience & Portfolio Reporting Analyst

WILSONHCG SINGAPORE PTE. LTD.; Singapore; Vor Ort; SGD 70.000 - 100.000; Vollzeit

Zusammenfassung

WILSONHCG SINGAPORE PTE. LTD. is seeking a Client Service Support Professional to partner with institutional clients and global prospects in a high-ownership, lean environment.

You will bridge client servicing, portfolio reporting, investor relations, and research across Investments, Operations, and Compliance. The role requires strong analytical skills, meticulous attention to detail, and a willingness to expand beyond a fixed scope.

Qualifikationen

• 3-7 years in sales support, client research, equity investing, client servicing, investor relations, business development support, portfolio reporting, or operations in financial services.
• Experience with institutional investors, family offices, or sophisticated HNW clients.
• Bachelor’s degree in Business, Finance, Economics, or related discipline.
• Proficiency in PowerPoint, Excel, and Word.
• Understanding of long-only equity strategies and fundamental investing advantageous.

Aufgaben

• Act as a primary point of contact for day-to-day client servicing matters.
• Coordinate client communications, meeting materials, and follow-up actions.
• Attend portfolio review meetings and document key discussion points.

Kenntnisse

Client servicing

Portfolio reporting

Investor relations

Business development support

Portfolio analytics

Attention to detail

Ausbildung

Bachelor’s degree in Business / Finance / Economics

Tools

PowerPoint

Excel

Word

Jobbeschreibung

WILSONHCG SINGAPORE PTE. LTD. is seeking a Client Service Support Professional to partner with institutional clients and global prospects in a high-ownership, lean environment.

You will bridge client servicing, portfolio reporting, investor relations, and research across Investments, Operations, and Compliance. The role requires strong analytical skills, meticulous attention to detail, and a willingness to expand beyond a fixed scope.