Investment Analyst

Good Job Creations (Singapore) Pte Ltd; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A reputable fund management company in Singapore is seeking a Client Liaison Officer to manage client relationships and support portfolio managers. Responsibilities include communicating investment needs and market changes, onboarding clients, and assisting in portfolio management. Ideal candidates possess a degree in finance-related fields and demonstrate strong communication and analytical skills.

Qualifications

• Bachelor's degree in a relevant field.
• Strong communication and interpersonal skills.
• Good analytical and problem-solving abilities.
• Proficiency in Microsoft Office.

Responsibilities

• Liaise between clients and portfolio managers.
• Communicate market changes and investment ideas to clients.
• Assist in client onboarding and due diligence.
• Support the management of client portfolios.

Skills

Strong communication skills

Analytical abilities

Interpersonal skills

Attention to detail

Proficient in Microsoft Office

Education

Bachelor’s degree in Business, Finance, Economics

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Overview:

This opportunity is with a licensed Fund Management Company with the Capital Markets Services License. Their main business is the asset management of wealthy individuals.

Responsibilities:

• Serving as a liaison between clients/prospects and portfolio managers.
• Hearing and obtaining investment needs and histories of prospects and clients.
• Communicating market changes and our investment ideas and projections to prospects and clients.
• Work closely with portfolio managers on managing clients' portfolios
• Handling KYC for client onboarding and due diligence.
• Assisting in various company-related matters.
• Perform other related duties as necessary.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field (other disciplines may be considered).
• Strong communication and interpersonal skills, with confidence in client-facing interactions.
• Good analytical and problem-solving abilities, with attention to detail.
• Proficient in Microsoft Office (Excel, PowerPoint, Word); familiarity with financial tools is a plus.

We are an equal opportunities employer.