Sales and Advisory Analyst

R O L E O V E R V I E W -

We are looking for a high-potential analyst to join our Wealth Management & Trading team. This role offers a unique blend of exposure to HNW client advisory, cross-asset trading strategies, data analytics, and business development. You will work directly with senior leadership to support portfolio management, generate new client leads, and build tools that enhance investment decision-making. We expect you to use AI and LLM tools hands-on every day, from building dashboards to prototyping portfolio construction ideas, to move faster and deliver sharper insights.

K E Y R E S P O N S I B I L I T I E S -

Client Advisory & Portfolio Support -

• Assist with onboarding of new HNW clients, ensuring smooth setup and compliance processes
• Support portfolio reviews and investment proposals across bonds, equities, ETFs, and options
• Track market developments, generate investment ideas, and support product structuring

Lead Generation & Business Development -

• Help identify and pursue potential HNW client leads through research, referrals, and prospecting
• Support the organization of webinars, in-person events, and client education sessions to drive lead generation and engagement
• Collaborate on marketing content, pitchbooks, and investment narratives
• Track and manage the lead pipeline, using AI/LLM tools to streamline follow-ups and reporting

Data Analytics & Tools Development -

• Use Python to analyze financial data and market trends, with a focus on time series modeling and portfolio analytics
• Build and maintain internal dashboards and automation tools for trade and performance tracking
• Back-test strategies and support the development of investment models and structured ideas
• Leverage AI/LLM tools in day-to-day work to build dashboards, prototype portfolio construction techniques, and accelerate research and analysis

Cross-Functional Coordination -

• Liaise with operations, compliance, and technology teams to ensure a seamless client experience
• Participate in product innovation discussions and enhancements to our digital wealth platformEducation

E X P E R I E N C E -

1-4 years of work experience in 1.wealth management, 2.relationship management, 3.client advisory, or 4.trading

W H A T W ' R E L O O K I N G F O R

• Undergraduate or postgraduate degree in Finance, Economics, Quantitative Finance, or related fields
• Solid understanding of financial products, including bonds, equities, ETFs, and basic options
• Working knowledge of Python for financial/data analysis (e.g. pandas, NumPy, matplotlib)
• Familiarity with time series analysis and portfolio performance metrics
• Hands-on, day-to-day experience using AI/LLM tools to build dashboards, construct and test portfolio ideas, track leads, and automate workflows
• Strong communication skills and a flair for client interaction and presentation
• A self-starter with a growth mindset, attention to detail, and the ability to work in a fast-paced, high-performance environment
• Plus: Event planning or client engagement experience