Job Description

Who Are We?
We are a regional Robo-Advisory platform (www.autowealth.sg), based in Singapore. We are in the exciting FinTech sector and we are one of the earliest Robo-Advisory platforms serving the retail market to be licensed by the MAS.
Through our innovative technology, we have digitized and automated the entire investment advisory value chain - from investment consultation to portfolio construction to investment management!
With our proprietary algorithm, we have outperformed ALL unit trusts with a similar global investment mandate available in Singapore over the last 3 years. Yet, through automation, we kept our workforce lean and provide such services at approximately the fees of traditional financial services.
Since launch, we have amassed thousands of clients & hundreds of millions of AUM & even Fortune 500 clients and have since been featured on Channel NewsAsia, Fintechnopreneur, Straitstimes, Business Times, and Zaobao.

FULL TIME
LOA Required
Look no further if you are looking for exposure across multiple business functions. We are after enthusiastic undergraduates who are thirsty for cross-functional business experience, someone who can learn quickly and contribute in an impactful manner to our fast-growing start-up.
Who Are We?
We are a regional Robo-Advisory platform (www.autowealth.sg), based in Singapore. We are in the exciting FinTech sector and we are one of the earliest Robo-Advisory platforms serving the retail market to be licensed by the MAS.
Through our innovative technology, we have digitized and automated the entire investment advisory value chain - from investment consultation to portfolio construction to investment management!
With our proprietary algorithm, we have outperformed ALL unit trusts with a similar global investment mandate available in Singapore over the last 3 years. Yet, through automation, we kept our workforce lean and provide such services at approximately the fees of traditional financial services.
Since launch, we have amassed thousands of clients & hundreds of millions of AUM & even Fortune 500 clients and have since been featured on Channel NewsAsia, Fintechnopreneur, Straitstimes, Business Times, and Zaobao.
Things You Need To Know On The Get-Go:

• We are strong believers of the lean start-up methodology - we hypothesize, we try, we fail quickly, we learn, we hypothesize, we try again
• You will be treated like a full-time employee and given real responsibility (and tremendous learning opportunities consequently)
• Entrepreneurial spirit, energy, enthusiasm, and contagious passion are more important than having relevant experience

What Do We Need You For?
Your role is to serve as our associate and help us with

• Wealth operations (50% of the time)
• Investment research & analysis (50% of the time)

How?

• At the start of each rotation, study diligently under the assigned mentor
• For the wealth operations rotation

• Assist in the management of our existing clients in areas such as generating short investment reports and answering queries
• Assist the wealth managers with the leads prospecting, account opening, and client onboarding process
• Assist with day-to-day operations
• For the investment research & analysis rotation

• Assist the investment manager in conducting research across asset classes, major geographical regions, and sectors
• Analyse the data collected to produce actionable insights or reports for both internal use and external publication
• Research prevailing market developments and publish on the AutoWealth Platform and social media

When Do You Know You Are Winning At That?

• For the wealth operations rotation, clients under your management have a high level of retention rates
• For the investment research & analysis rotation, your research and analysis are actionable and worthy of publication

What Specific Skills Do You Need To Succeed?

• Strategic thinking
• You have basic knowledge of finance/investment
• You are sociable and you can hold a good conversation with people of diverse background

What Should Your Background Be?

• Have an interest in business
• Nice to have: experience in investment

What Is In For You?

• Given full autonomy to apply your skills and creativity on a very challenging task that looks great on your resume
• Work with very fun people

Application Instructions
Please apply for this position by submitting your text CV using InternSG.
Kindly note that only shortlisted candidates will be notified.