Finance Associate (Fresh Graduates)

J.S.W; Singapore; On-site; SGD 56,000 - 89,000; Full time

Job summary

J.S.W is seeking a financially skilled professional to conduct research on markets, assist in analysing investments, and prepare reports. You will support senior consultants in formulating strategies and engage in client meetings to discuss goals and risk profiles.

The role involves ongoing market monitoring, portfolio reviews, and maintaining precise client records while expanding knowledge of financial products and trends.

Qualifications

Responsibilities

• Conduct research on financial markets, investment products, and economic trends
• Assist in analysing equities, funds, bonds, insurance, and other financial products
• Prepare financial analysis, presentations, and investment-related reports
• Support senior consultants in developing financial and investment strategies
• Understand clients' financial goals, needs, and risk profiles
• Assist with portfolio reviews and financial planning discussions
• Monitor market developments and communicate relevant insights
• Participate in client meetings, seminars, networking events, and investment briefings
• Maintain accurate client and investment records
• Continuously develop knowledge of financial markets and investment products

Job description

Key Responsibilities

• Conduct research on financial markets, investment products, and economic trends
• Assist in analysing equities, funds, bonds, insurance, and other financial products
• Prepare financial analysis, presentations, and investment-related reports
• Support senior consultants in developing financial and investment strategies
• Understand clients' financial goals, needs, and risk profiles
• Assist with portfolio reviews and financial planning discussions
• Monitor market developments and communicate relevant insights
• Participate in client meetings, seminars, networking events, and investment briefings
• Maintain accurate client and investment records
• Continuously develop knowledge of financial markets and investment products