Private Wealth Analyst – Market Research & Portfolios

CGS INTERNATIONAL SECURITIES SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Singapore is seeking an Investment Advisory Associate. Responsibilities include conducting market research, preparing performance reports, and supporting relationship managers with tailored investment solutions. Ideal candidates will have a bachelor's degree in finance or related fields and strong analytical skills. Internship experience may be considered. This role offers a dynamic environment for professional growth and valuable insights into the financial sector.

Qualifications

• 1-3 years of relevant experience in investment advisory, portfolio management, wealth management or related financial services.
• Internship experience in similar roles may be considered.
• Proactive attitude and willingness to learn.

Responsibilities

• Conduct market and economic research to identify trends and opportunities.
• Assist in monitoring and reviewing client portfolios.
• Prepare performance reports to support rebalancing strategies.
• Provide insights on investment products.
• Support relationship managers with tailored investment solutions.

Skills

Strong analytical and quantitative skills

Excellent communication and presentation abilities

Proficiency in Microsoft Excel

Ability to interpret economic and market trends

Education

Bachelor’s degree in finance, Economics, Business Administration, Accounting, or a related field

Tools

Microsoft Excel

PowerPoint

Financial modeling tools

Job description

A leading financial services provider in Singapore is seeking an Investment Advisory Associate. Responsibilities include conducting market research, preparing performance reports, and supporting relationship managers with tailored investment solutions. Ideal candidates will have a bachelor's degree in finance or related fields and strong analytical skills. Internship experience may be considered. This role offers a dynamic environment for professional growth and valuable insights into the financial sector.