Investment Analyst
Job Responsibilities
- Collect and organize industry information and data, deeply explore project information dynamics, and liaise with funds and related partners.
- Assist in project development and due diligence, and prepare related reports for the investment decision committee.
- Assist in writing investment research reports and external PR outputs.
- Responsible for post-investment management and services for investment projects.
Investment Broker Associate
Join Our Growing Team as an Investment Broker Associate
Are you ready to shape your future and help others secure theirs? We are seeking dynamic and driven individuals who are passionate about finance and personal growth. As an Investment Broker Associate at our esteemed investment firm, you will play a pivotal role in guiding Singaporeans toward sustainable income and wealth accumulation through expert portfolio management.
Job Responsibilities:
- Assist clients in developing tailored investment strategies to achieve their financial goals.
- Build and maintain strong client relationships through effective communication and deep listening.
- Participate in comprehensive training focused on portfolio management, wealth accumulation, and client relationship building.
- Collaborate with a team of experienced professionals, benefiting from mentorship by industry leaders.
- What We Offer:
- In-Depth Training: Receive top-tier training to equip you for a successful finance career.
- Mentorship by Industry Leaders: Learn directly from some of the best minds in the business.
- Personal Growth: Develop your skills as a leader, communicator, and problem-solver.
- Career Progression: Enjoy clear pathways for advancement based on dedication and performance.
- Supportive Environment: Join a community that values mentorship, collaboration, and innovation.
Senior Investment Analyst
- Conduct research on the web3 industry, providing second-level investment advice and investment strategies from various perspectives, including trends, policies, and market conditions.
- Collect, submit, and track project information (first and second-level) that aligns with the company's development and mission objectives.
- Screen, gather, organize, and analyze information for potential investment projects, and generate analysis reports.
- Analyze market conditions, participate in asset allocation plans, and structure investment portfolios.
- Responsible for financial calculations, cost analysis, and sensitivity analysis for investment projects.
- Participate in project approval, implementation, and post-investment management.
Consultant, Investment Advisory
We are looking for highly motivated and committed Sales Consultant to work in a renowned Investment Advisory firm.
What you can expect to work on
In this role, you will be the driving force behind generating new leads and creating sales opportunities by reaching out to potential customers through cold calls and leads.
- Secure appointments by initiating outbound calls to introduce B2B finance services that business owners will find useful and convert to successful deals
- Capture and qualify leads through engaging conversations, identifying their needs, and determining their level of interest in our offerings.
- Maintain accurate and detailed records of cold call activities, including call outcomes, lead information, and next steps, using our CRM software.
- Continuously refine cold calling strategies and scripts to maximise effectiveness and improve conversion rates.
- Foster continuous growth and refinement of sales skills through regular training and coaching sessions.
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