Career Opportunities in Finance and Wealth Management

6 days ago

Singapore beBeeInvestment Full time $40,000 - $80,000
Finance and Investment Associate Role

About the Role: We are seeking a talented Finance and Investment Associate to join our team. As a key member of our finance department, you will be responsible for managing financial and investment portfolios for corporate and individual clients.

Key Responsibilities:

  • Manage financial and investment portfolios for both corporate (B2B) and individual (B2C) clients, focusing on investment, risk, and asset management.
  • Conduct market and investment trend analysis, with particular emphasis on Equities, ETFs, Bonds, and Unit Trusts.
  • Provide holistic wealth management solutions, including wealth preservation, partnership management, and business succession planning.

Requirements:

  • Minimum academic qualification of one of the following: GCE 'A' Level Certificate, International Baccalaureate (IB) Diploma, Polytechnic Diploma in Singapore, or equivalent academic qualifications.

What We Offer:

  • Clear career growth opportunities to managerial and directorial positions.
  • Structured training program with comprehensive one-on-one mentorship.
  • Supportive team environment that prioritizes work-life balance.
  • Competitive compensation, including performance-based commissions and bonuses.
  • Opportunities for incentive-based overseas trips.

Required Skills:

  • Wealth Management
  • Asset Management
  • Succession Planning
  • ETFs
  • Trend Analysis
  • Mentorship
  • Bonds
  • Unit Trusts
  • Wealth Preservation
  • Equities

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