Assist in setting investment strategy, portfolio design, construction & execution as per clients' mandates &/or on a discretionary basis.
Assist in ongoing Portfolio/Asset Allocation maintenance & rebalancing
Assist in conducting Risk Management throughout all the investment portfolios under management
Learn & practice Regulatory Compliance
Assist & support CIO/Investment Research Team ("IRT") on Investment related relationship management with platform providers/product providers/Custodian Banks
Assist & support CIO/IRT on Investment related Client Communications in terms of presenting of investment ideas, strategy & periodic performance review
Customer & Relationship Management related:
Assist CEO in the maintenance and delivery of top-quality customer service and relationship management support to the company's portfolio of clients
Assist in the development, marketing & acquisition of new clients according to the company's preferred client profile and criteria
Assist in the business development by conducting full financial analysis and preparation of investment proposals according to client's investment profile and suitability.
To serve as a brand ambassador for the culture & values of the company during interaction with clients and in public.
Candidate must possess at least Bachelor's Degree/Post Graduate Diploma/Professional Degree in any field.
Required language(s): English, Chinese (Cantonese and Mandarin a MUST)
At least 4 years of general working experience, with at least 2 years of related working experience in a bank or fund management company, preferably in the operations department or as an Assistant Relationship Manager in Private/Personal banking.
Required Skill(s): Investment Transaction Settlement, Client Servicing, Financial Analysis, and Investment Portfolio Construction experience.
Primary qualities of the candidate:
Good written and communication skills
Proficient in Microsoft Word, Excel, Power Point, Outlook email
Strong organizational skills
Attention to details, ability to learn and apply skills on the job
Ability to work independently, but also a "team player"
Ability to multi-task in a fast-paced environment
Dedicated, takes pride in top quality work
Able to accept critiques, learn from mistakes with positive attitude, not take things personally.
For interested parties, please kindly click on APPLY to send us your updated CV with current and expected salary.
Internal Number: 5916115
About AL Wealth Partners Pte Ltd
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