About this role
Your role is to assist Senior Wealth and Financial Director in identifying market opportunities, prospecting and closing sales as well as analyze how investment products fit into a client’s long-term protection and legacy planning. Job Description 1. Investment Research & Analysis 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. Perform competitor analysis and benchmarking of different investment products. 2. Portfolio Support & Reporting Assist in the preparation of financial and investment proposal decks and monthly portfolio performance reviews. Assist in preparing financial portfolio summaries that consolidate a client's existing portfolio, coverage gaps, and investment performance. Draft investment proposals tailored to specific life stages (e.g., education planning for children or retirement legacy). 3. Client & Sales Operation Conducting sales and support in meeting sales targets. Shadowing client meetings to record minutes and track follow-up actions (e.g., account opening, KYC documentation). Assisting in onboarding of clients Track sales performance data and incentive tiers for the team Why Join Us! You will work in a dynamic environment under senior leadership. You will be guided fully and learn the art of persuasion, develop professional resilience, and build a high-value network of industry leaders. This role will enable you to learn how to solve real-world business problems and understanding the mechanics of financial, sales and investment strategies.
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