Client Service Analyst - WilsonHCG Singapore Pte. Ltd.

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

A regional asset management firm is looking to hire a Client Service Support Professional to partner with key institutional clients and global prospects.

This role sits at the crossroads of client servicing, portfolio reporting, investor relations, business development support, and client research. The individual will collaborate closely with internal teams across Investments, Operations, and Compliance to deliver an exceptional client experience

This is a high-ownership role in a lean, dynamic environment—ideal for someone with strong analytical skills, meticulous attention to detail, intellectual curiosity, and a willingness to step beyond a fixed job scope when needed.

Key Responsibilities

Client Servicing & Relationship Support

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

Client Portfolio Reporting & Analytics

1. Prepare weekly, monthly, quarterly, and ad-hoc client reports and presentation decks
2. Support performance calculations, attribution analysis, and portfolio analytics
3. Address client inquiries on performance, positioning, and firm updates
4. Maintain high standards of accuracy, consistency, and timeliness across all deliverables

Investor Relations & Business Development Support

1. Conduct research on existing and prospective clients, including mandate suitability and engagement history
2. Assist in preparing investment presentations, pitch books, and due diligence material
3. Support and maintain the investor pipeline and CRM databases

Requirements Experience & Background

1. 3-7 years of experience in sales support, client research, equity investing, client servicing, investor relations, business development support, portfolio reporting, or operations within asset management, banking, or financial services
2. Experience working with institutional investors, family offices, or sophisticated HNW clients
3. Bachelor’s degree in Business, Finance, Economics, or a related discipline
4. Proficiency in PowerPoint, Excel, and Word
5. Understanding of long-only equity strategies and fundamental investing is advantageous

Consultant Registration No. R1332494

Singapore Employment Agency License No: 16S8069

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