Financial Career Opportunities

1 week ago

Singapore beBeeInvestment Full time $80,000 - $120,000

Investment Opportunities

Are you looking to launch your career in investments? We have an exciting opportunity for a highly motivated and ambitious individual to join our team as an Investment Associate.

This role will give you the chance to work with a diverse range of clients, from high net worth individuals to large corporations, providing them with tailored investment solutions that meet their unique needs.

You will be responsible for conducting financial needs analysis, developing client acquisition strategies, and maintaining accurate records of client engagements. Our team is passionate about delivering impactful investments and meaningful client outcomes, and we are looking for someone who shares our commitment to excellence.

In this role, you will have the opportunity to develop your skills in leadership, analytical thinking, due diligence, valuation, and portfolio management. You will also have access to regular training sessions and professional development opportunities to help you grow in your career.

We are looking for someone who is driven, enthusiastic, and has a strong desire to succeed in the world of investments. If you have a passion for business development, relationship management, and investments, and are looking for a challenging and rewarding role, then this could be the perfect opportunity for you.

About Us

We are a leading financial institution with a strong reputation for delivering high-quality investment solutions to our clients. Our team is dedicated to helping our clients achieve their financial goals, and we are committed to building long-term relationships with our clients.

We offer a comprehensive suite of financial and investment solutions, including funds and insurance-linked investments. Our strength lies in our ability to provide personalized service, tailored to each client's unique needs and objectives.

Key Responsibilities:

  • Conduct Financial Needs Analysis: Conduct thorough financial needs analysis to identify clients' investment objectives and develop strategic recommendations aligned to their goals.
  • Develop Client Acquisition Strategies: Develop and execute client acquisition strategies to grow market presence and expand our client base.
  • Maintain Accurate Records: Maintain accurate records of client engagements, including client interactions, transaction details, and other relevant information.
  • Support Clients: Provide support to clients with fund-related transactions and portfolio structuring, ensuring that their investment needs are met efficiently and effectively.

Requirements:

  • Fresh Graduates and Career Switchers: We welcome fresh graduates and career switchers who are eager to start their careers in investments.
  • No Prior Sales or Investment Experience Required: No prior sales or investment experience is required - we provide comprehensive training to help you develop the skills and knowledge needed to succeed in this role.
  • Minimum Qualifications: Minimum qualifications include GCE 'A' Levels, Polytechnic Diploma, or Degree (local or private).
  • Citizenship: Singaporean or Singapore PR citizenship is required.
  • Age: Applicants must be 21 years old and above.

Benefits:

  • Comprehensive Training: We provide comprehensive training to help you develop the skills and knowledge needed to succeed in this role.

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