Junior Investment Strategy Associate (Fresh Graduates l New To Industry) - Toa Payoh

Are you looking for a dynamic and rewarding career in wealth management?

Join our team and be part of a forward-thinking financial advisory group that helps clients achieve their financial goals through strategic investment planning and wealth solutions.

Description:

• Monitor clients’ portfolios daily and provide timely investment advice.
• Conduct sales and advise potential clients on investment funds, insurance, wills & trusts, estate planning, legacy planning, and other wealth management strategies.
• Work closely with Fund House Managers to stay updated on market trends and 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 Provided:

We provide comprehensive training and support to ensure your success:

• Monthly investment fund updates with Fund Managers.
• Extensive in-house training covering financial products, sales techniques, and market trends.
• One-on-one mentorship with a personal mentor for guidance and career development.
• Joint fieldwork training to gain real-world experience.
• Advanced management training for leadership growth.
• Presentation & strategy coaching to enhance client engagement skills.

• Engaging client acquisition platforms and activities.
• Supportive and dynamic working environment.
• Fast-track career progression opportunities.
• Attractive remuneration: *High basic allowance + commission + bonuses ($5,000 - $10,000+)
• Terms and Conditions Apply. Commissions & Incentives are payable based on individual performance.

• Minimum 21 years old (Regulatory requirement).
• Possess at least one of the following qualifications:
• GCE ‘A’ Level
• International Baccalaureate (IB) Diploma
• Polytechnic Diploma (Singapore)
• Equivalent qualifications
• No prior experience required—comprehensive training provided.
• Ideal for individuals considering a career shift from roles such as:
• Personal Bankers & Relationship Managers
• Sales Executives & Practitioners
• Recruitment Officers & Event Planners
• Secretaries, Accountants, Engineers, Auditors
• A self-motivated personality and positive attitude are key to success in this role.

Ready to Elevate Your Career?

Submit your latest resume to schedule an interview and explore this exciting opportunity!