Wealth Research Assistant

ELEVATE; Singapore; On-site; SGD 20,000 - 60,000; Part time

Job summary

A financial consultancy in Singapore is seeking a research assistant to support financial consultants in summarizing client insurance portfolios, researching market trends, and preparing presentation decks. Ideal candidates are detail-oriented, organized, and proficient in Excel and Word. The role offers a remuneration of $13–$20 per hour for 10–15 hours a week.

Qualifications

• Must be detail-oriented and organized.
• Strong proficiency in Excel and Word.
• Enjoys working with numbers and conducting research.

Responsibilities

• Summarise client insurance portfolios and identify coverage gaps.
• Research products, investment, and market trends.
• Assist in preparing client presentation decks.
• Maintain data accuracy and confidentiality.

Skills

Detail-oriented

Organised

Strong in Excel

Strong in Word

Enjoys numbers and research

Job description

Join Elevate’s research team and support financial consultants in preparing client summaries, analysing insurance coverage, and benchmarking financial plans. You’ll gain first‑hand exposure to real advisory work in a structured, professional environment.

Responsibilities

• Summarise client insurance portfolios and identify coverage gaps
• Research products, investment, and market trends
• Assist in preparing client presentation decks
• Maintain data accuracy and confidentiality

What You’ll Learn

• How real financial planning is done
• Key frameworks used by top advisors
• Analytical and reporting skills

Ideal Candidate

Detail‑oriented, organised, strong in Excel/Word, enjoys numbers and research.

Remuneration

💰 $13–$20/hour (10–15 hrs/week)