Junior Investment Associate
2 days ago
Are you looking to step into the world of finance?
Are you looking for a dynamic and rewarding career in wealth management?
Join our forward-thinking financial advisory team and help clients achieve their financial goals through strategic investment planning, wealth solutions, and legacy strategies.
Role Overview
As an Investment Associate, you will play a pivotal role in:
- Building and maintaining trusted client relationships.
- Advising clients on investment funds, insurance, wills & trusts, estate planning, and legacy planning.
- Monitoring portfolios daily and providing timely insights.
- Working closely with fund house managers to stay ahead of market opportunities.
Roles & Responsibilities:
- Acquire new clients through networking and various outreach strategies.
- Manage and expand an existing clientele base by providing tailored financial solutions.
- Keep clients informed on market movements and introduce suitable financial products.
- Organize investment seminars and events to educate and engage clients.
Key Responsibilities
- Acquire new clients through networking and outreach strategies.
- Manage and expand an existing clientele base with tailored financial solutions.
- Keep clients informed on market movements and introduce suitable investment opportunities.
- Organize and host investment seminars and client engagement events
Training & Development
We invest in your success with:
- Monthly investment fund updates with fund managers.
- In-house training on financial products, sales techniques, and market trends.
- One-on-one mentorship for personal guidance and career development.
- Joint fieldwork for hands-on learning.
- Advanced management and leadership training.
- Coaching on presentation and client engagement strategies.
Remuneration & Benefits*
- High basic allowance + commission + bonuses ($5,000 – $10,000+).
- Attractive incentive schemes and performance rewards.
- Comprehensive client acquisition platforms and activities.
- Supportive and collaborative team culture.
- Fast-track career progression opportunities.
*Terms & Conditions apply. Incentives based on individual performance.
Who Should Apply
- Minimum age: 21 (regulatory requirement).
Minimum qualification:
GCE 'A' Levels, IB Diploma, Polytechnic Diploma, or equivalent.
- No prior financial experience required — full training provided.
Ideal for career switchers from roles such as:
Personal Bankers, Relationship Managers
- Sales Executives, Recruitment Officers, Event Planners
- Secretaries, Accountants, Engineers, Auditors
- Self-motivated individuals with strong interpersonal skills and a growth mindset
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