Sales and Advisory Analyst

Location: Singapore Experience: 1–4 years Role Overview We are looking for a high-potential analyst to join our Wealth Management & Trading team at Kristal AI. This role offers a unique blend of exposure to HNW client advisory, cross-asset trading strategies, data analytics, and business development. You will work directly with senior leadership to support portfolio management, generate new client leads, and build tools that enhance investment decision-making. We expect you to use AI and LLM tools hands-on every day, from building dashboards to prototyping portfolio construction ideas, to move faster and deliver sharper insights. Key Responsibilities 1. Client Advisory & Portfolio Support • Assist with onboarding of new HNW clients, ensuring smooth setup and compliance processes. • Support portfolio reviews and investment proposals across bonds, equities, ETFs, and options. • Track market developments, generate investment ideas, and support product structuring. 2. Lead Generation & Business Development • Help identify and pursue potential HNW client leads through research, referrals, and prospecting. • Support the organization of webinars, in-person events, and client education sessions to drive lead generation and engagement. • Collaborate on marketing content, pitchbooks, and investment narratives. • Track and manage the lead pipeline, using AI/LLM tools to streamline follow-ups and reporting. 3. Data Analytics & Tools Development • Use Python to analyze financial data and market trends, with a focus on time series modeling and portfolio analytics. • Build and maintain internal dashboards and automation tools for trade and performance tracking. • Back-test strategies and support the development of investment models and structured ideas. • Leverage AI/LLM tools in day-to-day work to build dashboards, prototype portfolio construction techniques, and accelerate research and analysis. 4. Cross-Functional Coordination • Liaise with operations, compliance, and technology teams to ensure a seamless client experience. • Participate in product innovation discussions and enhancements to our digital wealth platform. What We're Looking For • Undergraduate or postgraduate degree in Finance, Economics, Quantitative Finance, or related fields. • Solid understanding of financial products, including bonds, equities, ETFs, and basic options. • Working knowledge of Python for financial/data analysis (e.g. pandas, NumPy, matplotlib). • Familiarity with time series analysis and portfolio performance metrics. • Hands-on, day-to-day experience using AI/LLM tools to build dashboards, construct and test portfolio ideas, track leads, and automate workflows. • Strong communication skills and a flair for client interaction and presentation. • A self-starter with a growth mindset, attention to detail, and the ability to work in a fast-paced, high-performance environment. • Plus: Event planning or client engagement experience. How to Apply Interested candidates can apply on the MCF portal or share their resumes at career@kristal.ai .