Investment Advisory Intern

Wealth Asia; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Wealth Asia in Singapore seeks a candidate to assist Senior Wealth and Financial Director in identifying market opportunities, prospecting and closing sales while analyzing how investment products fit into a client’s long-term protection and legacy planning.

The role covers investment research and analysis, portfolio support & reporting, and client & sales operations, offering exposure to market trends, proposal decks, and onboarding of clients.

Qualifications

• Analyze financial products to assess their risk-return profiles.
• Conduct fundamental and quantitative research on various financial assets.
• Monitor global market trends and summarize their impact on client portfolios.
• Draft investment proposals and portfolio summaries tailored to client life stages.
• Support sales activities, record meeting minutes, and track follow-up actions.

Responsibilities

• Analyze financial products to assess their risk-return profiles (investment research & analysis).
• Conduct fundamental and quantitative research on various financial assets.
• Prepare financial and investment proposal decks and monthly portfolio performance reviews.
• Draft investment proposals tailored to life stages (education planning, retirement legacy).
• Shadow client meetings to record minutes and track follow-up actions; assist in onboarding.
• Track sales performance data and incentive tiers for the team.

Job description

Your role is to assist Senior Wealth and Financial Director in identifying market opportunities, prospecting and closing sales as well as analyze how investment products fit into a client’s long-term protection and legacy planning.

Job Description

Investment Research & Analysis

• Analyze financial products to assess their risk-return profiles.
• Conduct fundamental and quantitative research on various financial assets.
• Monitor global market trends and summarize their impact on client portfolios.
• Perform competitor analysis and benchmarking of different investment products.

Portfolio Support & Reporting

• Assist in the preparation of financial and investment proposal decks and monthly portfolio performance reviews.
• Assist in preparing financial portfolio summaries that consolidate a client's existing portfolio, coverage gaps, and investment performance.
• Draft investment proposals tailored to specific life stages (e.g., education planning for children or retirement legacy).

Client & Sales Operation

• Conducting sales and support in meeting sales targets.
• Shadowing client meetings to record minutes and track follow-up actions (e.g., account opening, KYC documentation).
• Assisting in onboarding of clients
• Track sales performance data and incentive tiers for the team

Why Join Us!

You will work in a dynamic environment under senior leadership. You will be guided fully and learn the art of persuasion, develop professional resilience, and build a high-value network of industry leaders. This role will enable you to learn how to solve real-world business problems and understanding the mechanics of financial, sales and investment strategies.