Responsibilities:

Conduct deep-dive investment research and produce high-quality, client-facing content covering Singapore (SGX) and Australia (ASX) equities, ETFs, options, futures, and other derivatives, alongside relevant global and cross-border opportunities
Deliver bespoke investment advisory to High-Net-Worth (HNW) clients across the Singapore and Australia markets. This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches
Draft thematic market commentary and client educational materials for the Singapore and Australia markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs) across both markets
Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients risk/return profiles. Ensure all product selections align with the firm's overarching house view and translate team consensus into actionable, client-ready proposals
Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers across the Singapore and Australia markets

Requirements

Education and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields
Proven experience in the Singapore and/or Australia equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments. Familiarity with cross-border and regional (APAC) markets is a strong plus
At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams
Strong communication and coordination skills, with a strong sense of teamwork
Language skills: Native in English; Mandarin Chinese speaking is highly preferred
License Requirement: No prior license required at the point of application. The successful candidate is expected to obtain the relevant regulatory licenses after joining — Singapore MAS CMFAS modules and/or Australian RG146 / ASIC-recognized qualifications. Prior licensing or the ability to service both jurisdictions is a plus

*Only shortlisted candidates will be contacted

Investment Strategist (Advisory) - Singapore & Australia Market