Investment Associate
3 weeks ago
Core 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 to expand the business.
* Attend investment talks monthly (fully paid by company).
* Training to lead a team of juniors after 1 year of training.
* Organise and invite clients for investment events.
* Keeping abreast of current affairs and finance news.
Remuneration Package & Benefits:
* Fast track career progression.
* Training allowance provided for successful candidate.
* Career development training will be provided.
* Monthly investment training by renowned fund houses.
Required qualifications:
* Polytechnic Diploma or Degree in any field.
* Strong communication and networking skills.
* Ability to organise and track overlapping tasks and assignments.
* New joiners/applicants looking for career switch are welcome but subject to a stringent interview process.
* Entry-level applicants are welcome.
Tell employers what skills you have
Market Research
Due Diligence
Analytical Skills
Valuation
Investments
Current Affairs
Venture Capital
Career Development
Investment Banking
Wealth
Private Equity
Needs Analysis
Portfolio Management
Networking
Financial Modelling
Sourcing
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