Investment Associate

Job Summary:

As an Investment Associate, you will 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.

Key Responsibilities:

• 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.
• Conduct financial seminars, workshops, or client events to share market insights.
• Collaborate with product specialists and research teams to enhance client offerings.

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.
• Relevant CMFAS certifications (e.g., M5, M8, M8A, M6, M6A) as required by MAS is advantage
• 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.

Career Benefits:

• Competitive base salary plus commission or performance-based incentives.
• Access to comprehensive training and professional development programmes.
• Opportunities to progress into senior consultant, portfolio manager, or relationship manager roles.
• Exposure to a wide range of investment products and strategies.
• Dynamic, fast-paced work environment with a focus on client success.