Toa Payoh - Junior Investment Associate (No Experience Required l New To Industry)

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.

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.

• 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.

• 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