Trainer - Altus Advisory Pte. Ltd.

Altus Advisory Pte. Ltd.; Singapore; On-site; SGD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive medical coverage

Retirement contributions

Professional development opportunities

Flexible work arrangements

Wellbeing programs

Job summary

Altus Advisory Pte. Ltd. inSingapore is seeking an Investment Management Associate to help clients achieve their financial goals through tailored investment strategies. You will provide advisory services, conduct market research, and monitor portfolios to optimize performance.

The role emphasizes client focus, strong analytical skills, and collaboration with teams to deliver end-to-end wealth management solutions. Training opportunities and career development are offered.

Qualifications

• Experience in investment management or related field is preferred.
• Strong understanding of financial markets and investment products.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide investment advisory services to high-net-worth clients and tailor strategies.
• Conduct market research to identify opportunities aligned with client needs.
• Monitor portfolios and make timely rebalancing recommendations.
• Collaborate with cross-functional teams to deliver wealth management solutions.
• Stay updated on industry trends and regulations to enhance client experience.

Skills

Investment advisory

Client relationships

Market research

Portfolio monitoring

Cross-functional teamwork

Education

CFA/FRM advantage

Job description

Are you passionate about wealth management and eager to join a leading global financial institution? We are one of the world's largest banking and financial services organizations, is seeking an Investment Management Associate to join our team in Singapore. In this full-time role, you will play a critical part in helping our clients achieve their financial goals through tailored investment solutions.

What you'll be doing

1. Provide investment advisory services to high-net-worth clients, understanding their financial objectives and risk appetite to develop personalized investment strategies
2. Conduct thorough market research and analysis to identify attractive investment opportunities aligned with client needs
3. Actively monitor client portfolios, making timely recommendations to rebalance and optimize performance
4. Collaborate with cross-functional teams to ensure seamless delivery of end-to-end wealth management solutions
5. Stay up-to-date with industry trends, regulations and best practices to enhance the client experience

What we're looking for M.D.R.T.S.

1. Minimum 3-5 years of experience in investment management or a related field within the financial services industry, worry not if you do not have experience because we can train you
2. Detail-oriented, proactive and committed to delivering exceptional client service, you are doing it for yourself too
3. Relevant professional qualifications such as the CFA or FRM would be an advantage
4. Thorough understanding of financial markets, investment products and portfolio management principles with excellent communication and interpersonal skills to build trusted relationships with clients
5. Strong analytical and problem-solving skills with the ability to interpret complex financial data

What we offer

We are committed to providing our employees with a supportive and rewarding work environment. In addition to a competitive salary, you'll enjoy a range of benefits including:

1. Comprehensive medical and dental coverage
2. Generous retirement contributions and pension plan
3. Opportunities for professional development and career advancement
4. Flexible work arrangements to support work-life balance
5. Access to employee wellbeing programs and social activities

About us

1. Our leading global financial services organization, serving customers worldwide through a network of around 6,000 offices in 64 countries and territories. Guided by our purpose to open up a world of opportunity, we're committed to unlocking human potential and helping our clients thrive. Join us and be part of our continued success story.

Join us and be part of our continued success story.