Swiss-Asia Financial Services Pte Ltd holds a capital markets services licence issued by the Monetary Authority of Singapore for the regulated activity of fund management, which entitles it to carry on business in Fund Management.
Our main lines of business are fund management platform, wealth management platform and B2B platform.
Our extensive network, long standing experience in Asian markets and direct presence provides us with significant competitive advantage in ensuring a personalised and sustainable relationship with our investors, consultants and other fund managers. Swiss-Asia provides the unique service of dedicated incubation space in its Singapore or Hong Kong headquarters. Swiss-Asia has extensive experience and network across Asia and makes that available to its partners.
We are looking for a full time intern to work as an analyst with our wealth management team. The candidate will work along with established private banks and financial institutions.
The candidate will need to meet the following requirements:
- Excellent communication and listening skills
- The ability to explain complex information clearly and simply
- Good sales and negotiation skills
- An interest in financial products and markets
- Good mathematical and computer skills
- Plenty of drive, initiative and motivation
- An honest and trustworthy manner
- Attention to detail
- The ability to analyse and research information
- Certification in CACS 1 & 2 is a plus
Tasks would include:
1) Monitoring news that affects the positions in the portfolio.
2) Analytical research on new investment themes which would require fundamental and technical analysis on the markets (training will be provided)
3) Preparing marketing material and pitch books for investor meetings
4) Preparing monthly performance update and newsletter
5) Preparing portfolio review materials, portfolio simulation, construction and maintenance
6) Portfolio construction to include generating and sharing trade ideas with the team
7) Customer relationship management
8) Client event organisation
The candidate will be coached during this 6 month internship to acquire the necessary skills to be a wealth management associate.
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- Company:
Swiss-Asia Financial Services - Designation:
Wealth Management Analyst - Profession:
Accounting / Auditing / Taxation - Industry:
Finance