Wealth Management Analyst / Associate Programme 2025

Key Responsibilities

• Build trusted relationships with clients
• Support provision of bespoke advice on investment products and services
• Develop new business and capitalize on opportunities
• Formulate investment strategies
• Manage client portfolios
• Articulate investment ideas and concepts
• Create investment proposals
• Conduct portfolio reviews

Requirements

Education

Bachelor's Degree or Master's Degree

Required Skills

• Good interpersonal skills
• Good communication skills
• Entrepreneurial qualities
• Positive attitude
• Trustworthiness
• Passion in investing
• Knowledge of financial markets
• Client advisory skills