Client-First Investment Associate

UOB Kay Hian Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking an Investment Associate to support senior finance directors in delivering comprehensive solutions to clients. Key responsibilities include managing client relationships, assisting in investment portfolio management, and ensuring regulatory compliance. Candidates should have a relevant academic background and experience in financial services. Strong communication and multitasking skills are essential. The role focuses on client support, investment proposals, and financial planning.

Qualifications

• Relevant experience in client servicing, operations or sales support within financial institutions.
• Strong understanding of financial products and services.
• Excellent interpersonal, communication and client interfacing skills.
• Meticulous, strong attention to details.

Responsibilities

• Serve as key point of contact for clients on administrative and operational matters.
• Assist in preparing investment proposals and client review materials.
• Support the development of financial plans, retirement projections, and cash flow analyses.
• Ensure all client activity complies with regulatory requirements.

Skills

Client-first mindset

Team player

Ability to multitask

Strong interpersonal skills

Education

Bachelor degree or diploma from reputable institutions

Job description

A financial services firm in Singapore is seeking an Investment Associate to support senior finance directors in delivering comprehensive solutions to clients. Key responsibilities include managing client relationships, assisting in investment portfolio management, and ensuring regulatory compliance. Candidates should have a relevant academic background and experience in financial services. Strong communication and multitasking skills are essential. The role focuses on client support, investment proposals, and financial planning.