Equity Advisor

WMRC Private Ltd; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a skilled professional to join their investment advisory team. In this role, you will collaborate with Relationship Managers to craft high-quality investment proposals and portfolio reviews, ensuring that clients receive tailored equity and structured product solutions. Your expertise in research and stock ideas will contribute significantly to the firm's investment strategy, while your strong communication and analytical skills will help you thrive in this dynamic environment. If you are a motivated team player with a passion for finance and investment, this opportunity is perfect for you.

Qualifications

• 5-8 years of experience in Private Banking or related fields.
• Strong VBA and Excel skills are essential for this role.

Responsibilities

• Prepare tailored equity/structured product solutions for clients.
• Conduct fundamental stock research and macro analysis.

Skills

Communication Skills

VBA

Excel

Research Skills

Teamwork

Education

Financial Degree

CFA

Job description

Reporting to the Head of Investment Advisory, you will attend to Relationship Managers/ Investment Advisors’ queries on all equity matters in a timely and professional manner.

Working with Relationship Managers to produce quality Investment Proposals & Portfolio Reviews, you will prepare tailor-made Equity/ structured products solutions for end clients. Proficient in making presentations to the marketing platform, you will achieve revenue income and increase business volume to meet annual targets. You will provide research and stock ideas and be responsible for the assigned sector coverage in global equities markets and will generate investment ideas. You will contribute to the overall investment strategy for the firm, and will conduct both fundamental stock research and macro analysis.

Pre-requisites

1. Good financial degree. CFA preferred
2. 5 – 8 years of relevant work experience, preferably in Private Banking
3. Possess strong communication skills
4. Possess good VBA/Excel skills
5. Able to socialize/ communicate with people from all spectrum
6. Genuine, approachable and sincere in wanting to help others
7. Strong team player who is able to function independently

Submit your application to [e-mail] quoting the Job Title.