Total 4 financial advisor job vacancies in Education / Training category in Singapore

Responsibilities

• Conduct research within assigned area of fixed income market coverage using information sources, including financial statements, earnings reports, published research, financial databases, corporate and management access
• Generate timely, and actionable bond investment ideas. Work with other members of the research team to evaluate a comprehensive range of bonds and bond funds
• Achieve and maintain a coverage list of bond issuers, and provide periodic research recommendations for bonds in the coverage list and newly issued bonds
• Communicate these investment ideas to the investing public and internal stakeholders through research reports, presentations, and other channels
• Contribute investment views and research in collaboration with the regional offices
• Contribute to the growth of the firm's fixed income business
• Undertake additional/ ad-hoc duties and projects assigned

Requirements

• Bachelor degree holder in a related discipline (accountancy, economic, finance or business administration), preferably with investment research experience
• Experience working with systems such as Bloomberg is desirable
• Good understanding of financial statements, bond mathematics, and macro drivers
• Demonstrated strong analytical skills, numerical capability, and attention to detail
• Excellent communication skills. Strong command of both spoken and written English. Mandarin speaking capability is a plus
• Demonstrated interest in and passion for investing
• Able to multi-task and meet constant deadlines

Responsibilities

• Assist Research Team in preparing of presentations and reports
• Simple data mining and analysis
• Update research databases
• Attend meetings and write meeting briefs
• Answer simple investment questions from financial advisors and customer service executives
• Undertake any other duties assigned to him from time to time by the Research Manager

Requirements

• Pursuing a degree qualification in a related discipline (Economics, Finance, International Business/Commerce), with strong quantitative and qualitative analysis abilities
• Good understanding of macroeconomics and investment valuation methodologies
• Willingness to learn and support the team in all activities
• No prior experience is needed
• Able to commit for minimum three months starting November/ December 2024

Responsibilities

• Prepare research reports, investment targets, and product recommendations tailored to the needs of clients in Mainland China.
• Plan and organise investment outlook seminars or forums, both online and offline;
• Provide advice on investment portfolios to affluent public;
• Engage in online promotion and brand-building activities;
• Establish or refine internal processes related to the company's systems or services, or any value-added services.

Requirements

• Bachelor Degree or above from internationally recognised universities, with a preference for graduates in finance-related majors;
• Proficiency in Mandarin to serve Chinese clients;
• Possess solid financial and statistical knowledge, familiar with FOF/MOM portfolio management and related construction strategies;
• A keen interest in equity market and fund market research;
• Sharp-minded and excellent communication skills.

Responsibilities

• Assist Research Team in preparing of presentations and reports
• Simple data mining and analysis
• Update research databases
• Attend meetings and write meeting briefs
• Answer simple investment questions from financial advisors and customer service executives
• Undertake any other duties assigned to him from time to time by the Research Manager

Requirements

• Pursuing a degree qualification in a related discipline (Economics, Finance, International Business/Commerce), with strong quantitative and qualitative analysis abilities
• Good understanding of macroeconomics and investment valuation methodologies
• Willingness to learn and support the team in all activities
• No prior experience is needed
• Able to commit for minimum three months starting May 2024