Kristal.AI Hiring! Full Time Sales and Advisory Analyst in - Ricebowl

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 share their resumes at *************.