Wealth Strategy & Market Research Intern

Wealth Asia; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Wealth Asia in Singapore seeks a candidate to assist Senior Wealth and Financial Director in identifying market opportunities, prospecting and closing sales while analyzing how investment products fit into a client’s long-term protection and legacy planning.

The role covers investment research and analysis, portfolio support & reporting, and client & sales operations, offering exposure to market trends, proposal decks, and onboarding of clients.

Qualifications

• Analyze financial products to assess their risk-return profiles.
• Conduct fundamental and quantitative research on various financial assets.
• Monitor global market trends and summarize their impact on client portfolios.
• Draft investment proposals and portfolio summaries tailored to client life stages.
• Support sales activities, record meeting minutes, and track follow-up actions.

Responsibilities

• Analyze financial products to assess their risk-return profiles (investment research & analysis).
• Conduct fundamental and quantitative research on various financial assets.
• Prepare financial and investment proposal decks and monthly portfolio performance reviews.
• Draft investment proposals tailored to life stages (education planning, retirement legacy).
• Shadow client meetings to record minutes and track follow-up actions; assist in onboarding.
• Track sales performance data and incentive tiers for the team.

Job description

Wealth Asia in Singapore seeks a candidate to assist Senior Wealth and Financial Director in identifying market opportunities, prospecting and closing sales while analyzing how investment products fit into a client’s long-term protection and legacy planning.

The role covers investment research and analysis, portfolio support & reporting, and client & sales operations, offering exposure to market trends, proposal decks, and onboarding of clients.