Investment & Business Associate

Job Title

Investment & Business Associate

Occupation

INVESTMENT ADVISOR (ULTRA-HIGH/HIGH NET WORTH / FAMILYOFFICE / PHILANTHROPY)
Support flexible working hours and work-from-home arrangements.

Job Description & Requirements

Investment & Business Associate

The Investment & Business Associate will support theprincipal across three core functions:

1. Investment Research Support

• Conduct market research, monitor regional investment trends, and prepare briefing materials for review
• Assist in preparing investment-related documents, presentations, and correspondence
• Support ongoing monitoring of portfolio developments and relevant regulatory updates

2. Business Development & Regional Markets

• Support business travel across Southeast Asia, including client engagement and market research
• Coordinate meetings, follow-ups, and business relationship management
• Assist with administrative coordination for retail and lifestyle brand initiatives, including physical store operations

3. Executive & Office Administration

• Manage the principal’s calendar, travel logistics, and operational priorities
• Handle general office administration for the family office entity
• Maintain strict confidentiality, professionalism, and discretion in all matters

Essential Requirements

• Degree in Finance, Economics, Business, or a related field from a recognised institution
• Able to communicate effectively in English and Mandarin in order to interact with different language speaking counterparties.

Able to communicate effectively in English and Mandarin inorder to interact with different language speaking customers andcounterparties.

Preferred Experience

• 1–3 years of relevant experience in financial services, asset management, family office, or related sectors
• Exposure to investment research, wealth management, or private markets
• Familiarity with Singapore and regional business environments

Personal Attributes

• Entrepreneurial mindset and comfort working in a dynamic environment
• Proactive, self-motivated, and intellectually curious about business and investment
• Trustworthy, discreet, and mature in handling confidential information
• Flexible and adaptable, with willingness to travel when required
• Strong long-term growth mindset

AZ HR PTE. LTD.

EA Licence No : 25C2928

ZHANG JIE

Reg No : R25141823