Established in 2001 and licensed by the Monetary Authority of Singapore, Professional Investment Advisory Services Pte Ltd ("PIAS") is one of the leading financial advisory firms in Singapore. PIAS offers a diversified suite of financial services and solutions with a personalised approach.
PIAS has one of the largest, most respected and fastest growing networks of financial consultants in Singapore. PIAS’ professional financial consultants provide sound and comprehensive financial advice at both individual and corporate levels.
PIAS is a subsidiary of Aviva plc. Recommendations provided to our clients may include insurance or investment products from the Aviva Group.
Reporting to the General Manager, Product & Research Department, we are looking for a trailblazer to join this expanding team. This fantastic opportunity will be offered to talents who are keen to develop their career in a prominent firm within the financial services industry, and passionate about funds & insurance products.
Job Responsibilities
- To assist in the Due Diligence for funds.
- Assist in the company research process, obtain relevant documents and information regarding new and existing products.
- Assist in implementing the ongoing annual review process of all products on the Approved Product List.
- Support the Product & Research team with queries and administration duties, including communication with the network of advisers, asset management firms and internal departments.
- Liaise with relevant external organisations, e.g. asset management firms when required to obtain relevant information.
- Assist with agreement reviews.
- Take meeting minutes for the Investment Selection Committee and file notes at meetings with product providers.
- Send out regular network emails informing advisers of updates on all relevant product / research issues.
- To assist in economic and investment research.
- Complete other ad hoc projects in a timely manner with enthusiasm and dedication as required.
Job Requirements
- Diploma / Degree in Finance or equivalent
- CFA, CFP, CHFC certifications would be an advantage
- Minimum 1 year in the financial industry; fresh graduates are welcome to apply
- Have an aptitude towards investments & willing to learn
- Careful to details and analytical
- Good time management skills
- Committed & able to work in a team
- Use initiatives to add values to the department
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- Company:
Professional Investment Advisory Service Pte Ltd - Designation:
Product & Research Analyst (Investment) - Profession:
Accounting / Auditing / Taxation , Admin / Secretarial - Industry:
Finance