Job description for Client Strategy & Portfolio Analyst at Real Finance
Stop trading your time for just a paycheck. At INZY, we provide a structured gateway for students and aspiring professionals to bridge the gap between classroom theory and high-level wealth management. Working alongside industry veterans, you’ll master the mechanics of portfolio optimization and sophisticated client management.
Why Join Our Team?
Performance Rewards: We believe in celebrating wins. Beyond your base, enjoy uncapped bonuses and exclusive overseas incentive trips.
Mentorship & Networking: Gain insider knowledge through weekly 1-to-1 sessions with finance leaders.
Modern Work Culture: Thrive in our high-energy, collaborative HQ at Woods Square with flexible hybrid options.
Core Responsibilities
Portfolio Oversight: Assist in audit-checking client asset portfolios for precision and growth updates.
Strategic Coordination: Own the calendar—manage high-priority meetings and proactive follow-ups with efficiency.
Operational Integrity: Supervise essential account documentation and ensure all administrative records are seamless.
Experience Management: Support the execution of corporate events and creative administrative projects.
Precision Execution: Organize and drive team tasks to ensure no deadline is ever missed.
Who We Are Looking For
Academic Background: Minimum Diploma or A-Level equivalent (Private Diploma holders should be pursuing/possess a Degree).
Communication: Naturally articulate in English with the ability to build immediate rapport and trust.
Tech Literacy: Proficiency in Google Workspace, Excel, and a creative eye for Canva.
Eligibility: Open to Singaporeans and Permanent Residents only (Minimum 21 due to regulatory requirements).
The Numbers
Base Allowance: $2,000 – $3,000 per month.
The Upside: Does not include additional commissions or performance-based bonuses. Your drive directly dictates your income.
Role Details
Commitment: Part-time (Minimum 3 days/week).
Location: Woods Square (On-site presence required).
Contract: 3-month initial term (with potential for conversion).
Ready to elevate your career? Apply now to join Nicholas Chong (INZY) and help us drive client success.
