About this role
The role involves preparing client balance sheets, developing asset allocation analyses, and managing portfolio reports for high net worth clients. Additionally, the Senior Associate leads comprehensive financial and estate planning analyses and oversees investment execution in capital markets.
Candidates should have 10 to 12 years of relevant professional services experience and a bachelor's degree. A strong passion for investment management, superior analytical skills, and a detail-oriented approach are required.
What they're looking for
Asset AllocationPortfolio ConstructionFinancial PlanningEstate PlanningCash Flow ForecastingCapital Markets TradingTax Data CoordinationClient Relationship Management
Frequently asked questions
What does a Senior Associate, Financial Advisory at ICONIQ do?
The role involves preparing client balance sheets, developing asset allocation analyses, and managing portfolio reports for high net worth clients. Additionally, the Senior Associate leads comprehensive financial and estate planning analyses and oversees investment execution in capital markets. Cand…
What skills does this Senior Associate, Financial Advisory role need?
Key skills for this role include Asset Allocation, Portfolio Construction, Financial Planning, Estate Planning, Cash Flow Forecasting, Capital Markets Trading.
How much does a Senior Associate, Financial Advisory at ICONIQ pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Senior Associate, Financial Advisory role remote, hybrid, or on-site?
This role is hybrid, based in Singapore.
How do I apply for this Senior Associate, Financial Advisory role?
You can apply directly on ICONIQ's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.