Junior Portfolio Analyst (Wealth Management- Investment Services) ESY

Job scope: Prepare monthly product updates in both emails and Echonet. Support in reporting to central. Assist in risk control quarterly reporting and coordinate with the portfolio guardian. Prepare customized and standard investment proposals for prospects. Create portfolio review presentations for clients and business trips. Support the monthly RM team update paper. Assist in documentation for new product launches. Support marketing efforts such as RM/IC team meetings. Coordinate to ensure coherence of marketing efforts across sites and within investment services. Perform simulated portfolio return presentations for tailored solutions when required. Report marketing activities statistics regularly to central. Assist in investment analysis for tailored portfolios as needed. Gather intelligence on initiatives in other sites for use in Asia. Post materials on Echonet. Support the development of the new selling guide and suitability matrix. Organize to ensure consistency of marketing materials between Singapore and Hong Kong. Participate in training for contract staff to progress to Junior Portfolio Manager roles. Provide opportunities for contract staff to discuss fundamental analysis and stock selection with Portfolio Managers. Familiarize with key products and management strategies relevant to Asia products. Active participation in selected projects is also expected. Junior Portfolio Analyst (Wealth Management - Investment Services) ESY Location: Singapore | Posted: May 02, 2025 Interested candidates, please email your resume to annasee@recruitexpress.com.sg. Anna See Sing Yee (Outsourcing Team) Recruit Express Pte Ltd EA License No: 99C4599 We regret that only shortlisted candidates will be contacted. J-18808-Ljbffr

Location: Singapore, SG

Posted Date: 5/4/2025