Support HNW client portfolios, analyze investments, develop tools in Python, and help grow the business through insights & outreach.

Responsibilities:

• Assist with onboarding and support for high-net-worth clients.
• Contribute to portfolio reviews and investment proposals across various asset classes.
• Monitor financial markets and assist in idea generation and product development.
• Identify prospective clients through research and help with outreach efforts.
• Support marketing and educational events to engage existing and potential clients.
• Build dashboards and automate trade/performance reporting tools.
• Conduct financial data analysis and back-testing of strategies.
• Coordinate with internal teams for seamless client service delivery.
• Participate in product and platform development discussions.

Requirements:

• 1-3 years of experience in wealth management, investment advisory, or trading.
• Degree in Finance, Economics, Quantitative Finance, or similar.
• Strong knowledge of equities, bonds, ETFs, and options.
• Proficiency in Python (pandas, NumPy, matplotlib).
• Familiarity with time series analysis and portfolio metrics.
• Excellent communication and presentation skills.
• Detail-oriented, self-driven, and adaptable to fast-paced environments.
• Bonus: Experience with event planning or client engagement.

Please send your application, including your resume and current and expected salary, to Careers@sg.drakeintl.com, quoting reference IIA/HHL.

Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided upon request.

Only shortlisted candidates will be notified.

Registration No. R1656042 | EA License No. 11C3510 | Drake International