Responsibilities:
- Conduct deep-dive investment research and produce high-quality, client-facing content covering Singapore (SGX) and Australia (ASX) equities, ETFs, options, futures, and other derivatives, alongside relevant global and cross-border opportunities.
- Deliver bespoke investment advisory to High-Net-Worth (HNW) clients across the Singapore and Australia markets. This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches.
- Draft thematic market commentary and client educational materials for the Singapore and Australia markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs) across both markets.
- Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients' risk/return profiles. Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals.
- Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers across the Singapore and Australia markets.
Requirements
- Education and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields.
- Proven experience in the Singapore and/or Australia equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments. Familiarity with cross-border and regional (APAC) markets is a strong plus.
- At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.
- Strong communication and coordination skills, with a strong sense of teamwork.
- Language skills: Native in English; Mandarin Chinese speaking is highly preferred.
- License Requirement: No prior license required at the point of application. The successful candidate is expected to obtain the relevant regulatory licenses after joining — Singapore MAS CMFAS modules and/or Australian RG146 / ASIC-recognized qualifications. Prior licensing or the ability to service both jurisdictions is a plus.
*Only shortlisted candidates will be contacted