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 E ' 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