Investment Associate

13 hours ago

Singapore WPGROUP PTE. LTD. Full time

As an Investment Associate (Fresh Graduate) , you will learn to provide professional advice and tailored investment solutions to help clients grow and protect their wealth. You will analyse client portfolios, understand their financial goals and risk appetite, and recommend suitable products and strategies in line with market trends and regulatory guidelines. Students in year 3 are welcome.Key Responsibilities: Learn to build and manage a portfolio of clients, both individual and corporate. Assess clients' financial needs, goals, and risk tolerance through consultations and fact-finding. Develop and recommend customised investment strategies and product solutions (e.g., unit trusts, bonds, equities, structured products). Monitor clients' portfolios and provide regular updates and rebalancing advice. Stay updated on market movements, economic trends, and new investment products. Ensure compliance with MAS (Monetary Authority of Singapore) regulations and company policies. New clients acquisition Requirements: Diploma or Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline. Some experience in investment advisory, wealth management, or private banking. Sound knowledge of investment products and financial markets. Strong interpersonal and communication skills. Client-focused mindset with a consultative approach. Driven, proactive, and able to work independently or in a team.

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