Investment Research & Client Support Associate

Tech Aalto Pte ltd

Singapore

Hybrid

SGD 60,000 - 85,000

Full time

3 days ago

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Job summary

Tech Aalto Pte Ltd in Singapore is seeking an Assistant Investment Advisor to support the Investment Advisory team. This hybrid role emphasizes Research & Analytics while also exposing you to client engagement and relationship support.

The ideal candidate has a solid grasp of investment products and markets and is eager to grow into a client-facing role over time. You will work with senior investment staff on portfolio reviews, client materials, and reporting.

Qualifications

Bachelor’s degree in Finance, Economics, Business, or related field.
2–4 years of experience in investment research, client support, or a similar role in banking/wealth management.
Strong understanding of investment products: mutual funds, bonds, equities, structured products, and portfolio concepts.
Excellent analytical and problem-solving skills.
Strong written and verbal communication skills in English (Mandarin is a plus for China/Asia market support).
Proficient in MS Excel, PowerPoint, Bloomberg/Refinitiv.
Highly organised, detail-oriented, and eager to learn and grow into a client-facing role.

Responsibilities

Conduct research and analysis on global macroeconomic trends, market outlook, and investment products.
Prepare investment strategy notes, client briefing materials, and performance reports.
Support the team in portfolio reviews, product comparison, and proposal generation.
Maintain and update investment databases, fund performance trackers, and internal dashboards.
Assist senior investment advisors in servicing HNW/UHNW clients with product-related queries and follow-ups.
Provide basic investment product explanations and documentation to clients.
Coordinate client onboarding, KYC, and ongoing compliance requirements.
Prepare materials for client meetings and follow-up action items.
Respond to day-to-day client service requests in coordination with internal teams (operations, compliance, product).
Support the senior investment RM with meeting preparation, post-meeting notes, and action tracking.
Help streamline client reporting, documentation, and internal workflow processes.
Contribute to ad-hoc projects related to investment offerings, process enhancements, and market campaigns.