Client Experience & Portfolio Reporting Analyst

WILSONHCG SINGAPORE PTE. LTD.; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client servicing

Portfolio reporting

Investor relations

Business development support

Portfolio analytics

Attention to detail

Education

Bachelor’s degree in Business / Finance / Economics

Tools

PowerPoint

Excel

Word

Job description

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.