StashAway is the digital wealth manager that intelligently navigates macroeconomic data, not the market ups and downs.
Our clients get similar returns to benchmarks with just a fraction of the risk. It's not magic, it's intelligent investing. StashAway personalises financial planning and portfolio management for the vast range of needs of retail and accredited investors alike.
Our proprietary investment strategy, ERAA (Economic Regime-based Asset Allocation) uses macroeconomic data to maintain each investors' personal risk preferences through any economic environment. ERAA's intelligent asset allocation approach minimises risk and maximises returns by reading thousands of data points to determine current and upcoming economic environments, navigating economic uncertainty, and seeking asset class valuation gaps.
StashAway is headquartered in Singapore, and operates in Malaysia, MENA, Thailand and Hong Kong.
About Job
To work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders.This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing opportunity for someone who has interest in personal wealth management, to get regional exposure and to work with one of Singapore’s fastest growing companies.
Key Responsibilities
Working closely with Wealth Advisors and Country Managers in their work to support our High-Net-Worth clients.
Keeping close contact with the Investment team to understand the way in which the StashAway portfolios are being managed.
Assist Wealth Advisors with other related matters such as updating factsheets and portfolio analysis and reviews.
Maintaining operational tasks related to wealth management and Reserve.
Assisting with projects that the Wealth Advisory Team and Reserve stakeholders are running.
Projects you might work on
Supporting the development and launch of new wealth management products
Contributing to the enhancement and refinement of existing features and client offerings
Identifying opportunities to streamline workflows and improve operational processes
Collaborating with cross-functional teams to implement efficiency-driven solutions
Assisting in research and analysis to support product and process innovation
Accountabilities of the role
Support the Wealth Advisory team in day-to-day tasks and initiatives
Assist Country Managers (CMs) across all 5 regions
Benefits
Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.
Team bonding budget and initiatives
Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do
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- Company:
ASIA WEALTH PLATFORM PTE LTD - Designation:
WEALTH ADVISOR INTERN - Profession:
Banking / Finance - Industry:
Others - Location:
Downtown Core
