Wealth Management Associate – Investment Solutions

Altus Advisory Pte. Ltd.

Singapore

On-site

SGD 70,000 - 100,000

Full time

8 days ago

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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

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.

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