Account Analyst
Core
Provide high-quality client coverage and support to the Account Management team in Singapore's Global Wealth Management division, focusing on private banks, retail banks, and family offices.
Role type
Account Analyst (Client Servicing & Sales Support)
Builds
Client reports, marketing materials, and investment analysis for wealth management clients.
Domain
Fixed Income / Asset Management / Wealth Management
Deliverable
Dashboards & analysis
Required skills
Financial market analysis, portfolio performance attribution, client query response, marketing material development, Excel/VBA, Bloomberg
Preferred skills
Macroeconomics knowledge, fixed income/derivatives expertise, CFA interest, AI tool fluency, basic programming
Technologies
Excel, VBA, Bloomberg
Responsibilities
Respond to client queries on portfolio performance and product materials; prepare client reports on performance and risk metrics; analyze portfolio data for qualitative and quantitative attribution; support marketing events and road shows; serve as product contact for clients.
Seniority
Entry-level (0-1 years experience)