Investments Advisory/Research

KIMBERLEY CONSULTING PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A financial services firm in Singapore is seeking an experienced investment advisor with a strong background in wealth management and client engagement. You will develop portfolios, execute trades, and drive client growth through bespoke proposals. The ideal candidate should possess at least 3 years of experience and a degree in Finance, along with excellent communication skills and proficiency in Microsoft Office.

Qualifications

• 3 years of relevant experience from wealth management in client advisory and trade execution.
• Strong background in client engagement & investment advisory.
• Excellent communication skills in English.
• Self-driven and efficient in managing multiple tasks.

Responsibilities

• Develop a manager selection framework for equity and fixed income strategies.
• Collaborate with clients to promote offshore investment service offerings.
• Execute portfolio trades across client accounts.

Skills

Investment advisory

Client engagement

Communication skills

Portfolio management

Microsoft Office proficiency

Education

Degree in Finance

Job description

Responsibilities

Investment Research

• Developed a comprehensive manager selection framework for equity and fixed income strategies through the implementation of factor-based performance attribution.
• Curated a whitelist of global funds across multiple investment strategies in preparation for the offshore investment advisory platform launch.
• Produced firm-wide weekly global investment house views through quantitative and qualitative research.
• Continuously sourced third-party fund managers across strategies to identify high-potential boutique funds with differentiated capabilities and strong forward-looking prospects.

Business Development

• Collaborated with offshore Relationship Managers to drive client wallet growth and secure new mandates by promoting offshore investment service offerings.
• Engaged clients to assess offshore investment needs, designed bespoke portfolio proposals, and provided ongoing post-sales portfolio monitoring.

Operational

• Executed portfolio trades across client accounts.
• Managed client onboarding processes, including account opening and documentation.

Requirements

• Possess 3 years of relevant experience from wealth management in client advisory and trade execution
• Holds a degree in Finance with a strong background in client engagement & investment advisory
• Demonstrates excellent communication skills in English
• Proficient in Microsoft Office applications
• Self driven and efficient in managing multiple tasks within a fast moving environment