Investment Analyst

Pds; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm located in Singapore is seeking candidates to focus on investment strategies and liaise with European clients. Responsibilities include client order processing, monitoring investments, and providing tailored advisory services. The ideal candidate will possess experience in the banking sector, excellent interpersonal skills, and proficiency in Microsoft programs. This role is essential for ensuring clients' investment needs are met effectively.

Qualifications

• Experienced in the bank/private bank industry.
• Good interpersonal communication skills.
• Proficient in Microsoft software such as PowerPoint, Word, Excel, and Acrobat.

Responsibilities

• Liaise with clients from Europe and understand the Europe market.
• Take and place orders for clients accurately and timely.
• Assist clients with various requests, including legal advice.

Skills

Interpersonal communication

Order processing

Client services

Market understanding

Education

Experience in bank/private banking industry

Tools

Microsoft PowerPoint

Microsoft Word

Microsoft Excel

Adobe Acrobat

Job description

(a) Focus on sectors and countries identified by the Company.

(b) Have in-depth understanding by examining and assessing economicand market trends, earnings prospects, financial statements, and variousother indicators and factors to determine suitable investmentstrategies.

(c) Liaise with founders of the potential companies, and fund managers, and network with industry professionals.

(d) Monitor closely financial press and keep track of market trends, opportunities, risks, and new investment products.

(e) Compile advisory reports and make informed recommendations onnew investment opportunities and funds that could enhance or diversifyportfolios.

Duties.

(f) Liaise with clients from Europe and possess a good understanding of the Europe market.

Other Duties:

1) Take Orders

• Take and place orders for clients.
• Monitor and ensure orders done are processed and settled timely and accurately.
• Follow up on deals reconciliation, and settlement of trades.
• Assist in monitoring and managing portfolios.
  

2) Client Services

• Assist in any other requests or questions from client and theirfamily, such as (but not limited to) legal advice and activitiesarrangements.
• May need to contact some ministries including MAS, MOM, and others
  

Requirement

• Experienced in the bank / private bank industry.
• Good interpersonal communication skills.
• Proficient in Microsoft software such as PowerPoint, Word, Excel, Acrobat