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. 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
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