Job Description

Responsibilities

Investment Research


Developed a comprehensive manager selection framework for equity and fixed income strategies through the implementation of factor-based performance attribution. Curated a whitelist of global funds across multiple investment strategies in preparation for the offshore investment advisory platform launch. Produced firm-wide weekly global investment house views through quantitative and qualitative research. Continuously sourced third-party fund managers across strategies to identify high-potential boutique funds with differentiated capabilities and strong forward-looking prospects.
Business Development


Collaborated with offshore Relationship Managers to drive client wallet growth and secure new mandates by promoting offshore investment service offerings. Engaged clients to assess offshore investment needs, designed bespoke portfolio proposals, and provided ongoing post-sales portfolio monitoring.
Operational


Executed portfolio trades across client accounts. Managed client onboarding processes, including account opening and documentation.

Requirements

Possess 3 years of relevant experience from wealth management in client advisory and trade execution Holds a degree in Finance with a strong background in client engagement & investment advisory Demonstrates excellent communication skills in English Proficient in Microsoft Office applications * Self driven and efficient in managing multiple tasks within a fast moving environment