To work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders.This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing opportunity for someone who has interest in personal wealth management, to get regional exposure and to work with one of Singapore’s fastest growing companies.
Working closely with Wealth Advisors and Country Managers in their work to support our High-Net-Worth clients.
Keeping close contact with the Investment team to understand the way in which the StashAway portfolios are being managed.
Assist Wealth Advisors with other related matters such as updating factsheets and portfolio analysis and reviews.
Maintaining operational tasks related to wealth management and Reserve.
Assisting with projects that the Wealth Advisory Team and Reserve stakeholders are running.
Supporting the development and launch of new wealth management products
Contributing to the enhancement and refinement of existing features and client offerings
Identifying opportunities to streamline workflows and improve operational processes
Collaborating with cross-functional teams to implement efficiency-driven solutions
Assisting in research and analysis to support product and process innovation
Support the Wealth Advisory team in day-to-day tasks and initiatives
Assist Country Managers (CMs) across all 5 regions
Employee financial and physical well-being
Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.
Team bonding budget and initiatives
Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do
Job details are sourced from the employer's original posting.
Open job postingAbout the company
StashAway is a digital wealth management platform that offers personalized investment portfolios and financial planning tools.