Investment Associate

3 weeks ago


Singapore TALENT SOLUTIONS Full time
Roles & Responsibilities

Job Scope:

  • Advise clients on their investment needs by analysing their financial needs and objectives, designing suitable customised financial solutions and reviewing client accounts periodically to ensure client needs and objectives are met
  • Perform on-boarding and ongoing servicing of clients in accordance with established policies and procedures
  • Expand business contacts by sourcing and acquiring new clients to increase clientele base for company
  • Implement strategies and processes to identify, target and acquire clients across various wealth spectrum
  • Handle and update client’s investment portfolios based on market movement
  • Attend monthly investment fund house trainings
  • Keep abreast of current events, critical issues, and relevant news such asindustry trends and market conditions

Remuneration Package & Benefits:

  • Salary range: $3,000 to $8,000
  • Working hours: 10am to 7pm
  • Flexible work schedule
  • Career development trainings will be provided
  • Additional one-time allowance provided for successful candidates uponcompletion of training

Requirements:

  • Possess minimum educational qualification of local polytechnic diploma or a bachelor’s degree from an accredited university
  • Proficient with Microsoft Applications (Excel, Word, Powerpoint)
  • Effective communication and interpersonal skills
  • Ability to organise and track overlapping tasks and assignments
  • Entry-level/ applicants looking for mid-career switch are welcome

Tell employers what skills you have

Wealth Management
Training Management
Referrals
Return on Investment
Investment Advisory
Investment Analysis
Interpersonal Skills
Career Development
Wealth
Financial Markets
PowerPoint
Cross Selling
Banking
Excel
Sourcing
Financial Services
Equities
  • Associate Investment

    4 weeks ago


    Singapore Macdonald & Company Full time

    Our client is a highly experienced and specialist Developer and Fund Manager working with institutional Capital Partners seeking exposure to the Urban Industrial Real Estate sector. They specialise in the transformation of underutilised industrial assets near major urban centres across the Asia Pacific. They are expanding quickly and successfully with the...

  • Associate Investment

    3 weeks ago


    Singapore Macdonald & Company Full time

    Our client is a highly experienced and specialist Developer and Fund Manager working with institutional Capital Partners seeking exposure to the Urban Industrial Real Estate sector. They specialise in the transformation of underutilised industrial assets near major urban centres across the Asia Pacific. They are expanding quickly and successfully with the...


  • Singapore Selby Jennings Full time

    Presently, I am working with a growing family office who is seeking an Investment Associate / Manager to join their growing South East Asian team, position can be based in Singapore. This is a new role and part of their expansion in the APAC. Key job scope will include:Conduct in-depth research and analysis on potential investment opportunities, including...


  • Singapore Selby Jennings Full time

    Presently, I am working with a growing family office who is seeking an Investment Associate / Manager to join their growing South East Asian team, position can be based in Singapore. This is a new role and part of their expansion in the APAC. Key job scope will include:- Conduct in-depth research and analysis on potential investment opportunities, including...


  • Singapore Selby Jennings Full time

    Presently, I am working with a growing family office who is seeking an Investment Associate / Manager to join their growing South East Asian team, position can be based in Singapore. This is a new role and part of their expansion in the APAC.Key job scope will include:- Conduct in-depth research and analysis on potential investment opportunities, including...


  • Singapore National University Of Singapore Full time

    Job DescriptionTo support the Investment Team across the various asset classes, including public equity, private equity, hedge fund, fixed income, credit, real estate, infrastructure, natural resources.Duties & ResponsibilitiesAssist in researching and sourcing for investment ideasAssist in the execution of due diligence processAssist in the portfolio...


  • Singapore Black Swan Group Pte. Ltd. Full time

    We have been mandated exclusively by a long standing boutique Private Investment client to search for an Associate Director to join their growth focused firm. The focus is on Growth Equity and mature businesses. The successful candidate must have experience of a full deal cycle within the USD10-100mil range (sole and co-investment). The firm has a couple of...


  • Singapore Talentorbit Pte. Ltd. Full time

    The CompanyOur client is an asset management company where they focus in investing private equity (PE) funds, developing new investment platforms and products. They have launched a series of investment products based on diversified portfolios of PE funds to date.The RoleReporting to Associate Director of Finance, you will assist primarily on the financials...


  • Singapore BLACK SWAN GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesWe have been mandated exclusively by a long standing boutique Private Investment client to search for an Associate Director to join their growth focused firm. The focus is on Growth Equity and mature businesses. The successful candidate must have experience of a full deal cycle within the USD10-100mil range (sole and co-investment)....


  • Singapore NATIONAL UNIVERSITY OF SINGAPORE Full time

    Roles & ResponsibilitiesJob DescriptionTo support the Investment Team across the various asset classes, including public equity, private equity, hedge fund, fixed income, credit, real estate, infrastructure, natural resources.Duties & Responsibilities Assist in researching and sourcing for investment ideas Assist in the execution of due diligence process ...


  • Singapore National University of Singapore Full time

    Job DescriptionTo support the Investment Team across the various asset classes, including public equity, private equity, hedge fund, fixed income, credit, real estate, infrastructure, natural resources.Duties & ResponsibilitiesAssist in researching and sourcing for investment ideasAssist in the execution of due diligence processAssist in the portfolio...


  • Singapore PRIVIUM FUND MANAGEMENT (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesInvestment Solutions AssociateJob Summary Singapore Contract Full TimeJob DescriptionAn international asset management firm, is looking to hire an Associate in the Investment Solutions team to be based in Singapore. The person would primarily assist the onboarding of new funds and managed accounts that would be managed by the asset...

  • Operations Associate

    3 weeks ago


    Singapore Ip Investment Management Pte. Ltd. Full time

    IP Investment Management (IPIM)About Us: IP Investment Management (IPIM) is a real estate fund manager, specialising in direct institutional-quality investments in the living sectors. With a strategic focus on value-add and opportunistic private equity real estate funds, we pride ourselves on delivering exceptional returns to our accredited and institutional...


  • Singapore TALENOMICS PTE. LTD. Full time

    Roles & ResponsibilitiesThe CompanyOur client is an asset management company where they focus in investing private equity (PE) funds, developing new investment platforms and products. They have launched a series of investment products based on diversified portfolios of PE funds to date.The RoleReporting to Associate Director of Finance, you will assist...


  • Singapore Selby Jennings Full time

    Senior Investment Associate / Vice President - Private EquityWe are currently working with a leading Singapore based private equity firm who is seeking a Senior Investment Associate / Vice President to be part of their expansion in the SEA.Responsibilities of a Senior Investment Associate / Vice President - Private EquityExecution and negotiation of...


  • Singapore ARTE AURA PTE. LTD. Full time

    Roles & ResponsibilitiesInvestment Management Associate:- Represent a top Global Bank- Portfolio Management (Unit Trusts and Funds)- Update investors on market movements- Onboarding of new investors through Business Development- Attend monthly investment monthly fund house talks and market updates (fully funded by company)- Relationship Management with...


  • Singapore Arte Aura Pte. Ltd. Full time

    Investment Management Associate:- Represent a top Global Bank- Portfolio Management (Unit Trusts and Funds)- Update investors on market movements- Onboarding of new investors through Business Development- Attend monthly investment monthly fund house talks and market updates (fully funded by company)- Relationship Management with existing clients and external...

  • Investment Associate

    4 weeks ago


    Singapore HAITIAN HUAYUAN (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesKey Responsibilities: Dive into the world of investment projects, taking a hands-on role in researching, conceptualizing, and bringing them to life. Offer your expertise to navigate the intriguing waters of compliance. This includes carrying out self-checks, keeping your finger on the pulse, and delivering insightful reports. Be...


  • Singapore White Society Pte. Ltd. Full time

    Responsibilities:1. Portfolio Analysis: - Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors. - Utilize financial techniques to evaluate potential investment opportunities.2. Market Research: - Stay abreast of financial market trends, economic indicators, and industry developments. - Analyze market data to...

  • Investment Associate

    3 weeks ago


    Singapore ASPIRE WEALTH CONSULTANCY Full time

    Roles & ResponsibilitiesCore responsibilities:* Handle client’s investment portfolios and update market movement.* Perform financial needs analysis and value add to client’s objective.* Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum.* Develop relationships with prospective clients in order...