Financial Analyst (Private Wealth Management)

TL;DR

Financial Analyst (Private Wealth Management): Supporting and implementing wealth management strategies for high-net-worth individuals and institutions with an accent on portfolio analysis and risk management. Focus on executing asset class orders and developing tailored marketing presentations for the Southeast Asia market.

Location: Singapore (Onsite)

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Support and implement wealth management strategies for PWM clients in the Southeast Asia market.
• Analyze risk and return characteristics and assist in the rebalancing of client portfolios.
• Execute client orders and subscriptions across various asset classes.
• Develop marketing presentations for prospects and clients covering equity, fixed income, FX, and alternative investments.
• Research internal and external investment vehicles and trading ideas.
• Collaborate with product groups and relay GS research and market views to advisors and clients.

Requirements

• Must be based in Singapore.
• Experience in dealing with foreign exchange investment related instruments.
• Deep interest in financial markets and strong commercial instinct.
• Excellent interpersonal, leadership, and communication skills.
• Strong analytical and organizational skills with a detail-oriented approach.
• Proficiency in Microsoft Office suite, Bloomberg, and Reuters.

Culture & Benefits

• Commitment to diversity and inclusion in the workplace.
• Access to professional and personal growth opportunities through training and firmwide networks.
• Comprehensive benefits, wellness, and personal finance offerings.
• Mindfulness programs and a supportive team-oriented environment.