Analyst/Associate , Wealth management

About the role

Achieve Career's client is seeking a highly motivated Analyst/Associate to join our dynamic Wealth Management team. In this full-time role based in the Singapore, you will play a crucial part in providing tailored financial planning solutions to our diverse client base.

What you'll be doing

• Conduct in-depth market research and financial analysis to identify investment opportunities and recommend appropriate strategies for clients
• Collaborate with clients to understand their unique financial goals and risk profiles, and develop customised wealth management plans
• Prepare comprehensive financial reports, presentations and proposals to effectively communicate recommendations to clients
• Stay up-to-date with industry trends, regulations and best practices to ensure compliance and provide value-added services
• Assist with the implementation and monitoring of client investment portfolios

What we're looking for

• Preferably Diploma holders & above
• 1-3 years of experience in financial planning, investment analysis or wealth management
• Excellent communication and client-facing skills, with the ability to translate complex financial concepts into easy-to-understand recommendations
• Proactive and detail-oriented approach, with a keen interest in staying up-to-date with industry developments

EA License No: 05C3451

EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel No: R24121422