Junior Investment Associate

3 days ago

Central Region, Singapore Private Advertiser Full time $50,000 - $100,000 per year
Investment Associate (Wealth Management & Advisory)

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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