Sales and Advisory Analyst

Location: SingaporeExperience: 1–4 yearsRole OverviewWe 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 Responsibilities1. Client Advisory & Portfolio SupportAssist 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 DevelopmentHelp 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 DevelopmentUse 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 CoordinationLiaise 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 ForUndergraduate 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 ApplyInterested candidates can share their resumes at career@kristal.ai.