Investment Associate

3 weeks ago


Singapore Aspire Wealth Consultancy Full time

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.


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