Finance Management Associate

KAPTIVATE LLP; Singapore; On-site; SGD 36,000 - 54,000; Full time

Job summary

KAPTIVATE LLP in Singapore invites applicants for a Finance Management Associate role designed for fresh graduates and early-career professionals seeking hands-on exposure to financial planning, client management, business development, and wealth solutions.

Structured training and mentorship will build your financial knowledge and professional skills as you engage with clients, develop solutions, and grow within a dynamic financial services team.

Qualifications

• Diploma or Degree holder; fresh graduates are encouraged to apply.
• Strong communication and interpersonal skills.
• Confident in meeting and interacting with people.
• Motivated, proactive, and eager to learn.
• Good organisational and time-management skills.
• Interest in finance, wealth management, financial planning, or business.
• Prior experience in finance is not required.

Responsibilities

• Engage with clients to understand their financial needs, priorities, and long-term goals
• Support the development and presentation of suitable financial solutions
• Build and maintain strong, long‑term client relationships
• Assist with financial planning and portfolio‑related discussions
• Conduct market research and stay informed about financial trends
• Support client acquisition and business development initiatives
• Manage client follow‑ups, appointments, and documentation
• Participate in structured training, mentorship, and professional development
• Work alongside experienced professionals and gain practical industry exposure

Skills

Strong communication

Interpersonal skills

Goal-oriented

Time management

Education

Diploma or Degree

Job description

Finance Management Associate

Build Your Career. Develop Financial Expertise. Make an Impact.

Are you ambitious, people-oriented, and looking to build a career in the financial services industry?

We are looking for a motivated Finance Management Associate to join our growing team. This opportunity is ideal for fresh graduates and early-career professionals who want hands‑on exposure to financial planning, client management, business development, and wealth solutions while receiving structured training and mentorship.

No prior financial services experience? Training and guidance will be provided.

What You'll Do

• Engage with clients to understand their financial needs, priorities, and long-term goals
• Support the development and presentation of suitable financial solutions
• Build and maintain strong, long‑term client relationships
• Assist with financial planning and portfolio‑related discussions
• Conduct market research and stay informed about financial trends
• Support client acquisition and business development initiatives
• Manage client follow‑ups, appointments, and documentation
• Participate in structured training, mentorship, and professional development
• Work alongside experienced professionals and gain practical industry exposure

Who We're Looking For

• Diploma or Degree holders; fresh graduates are strongly encouraged to apply
• Strong communication and interpersonal skills
• Confident in meeting and interacting with people
• Motivated, proactive, and eager to learn
• Goal‑oriented with a positive attitude
• Good organisational and time‑management skills
• Interest in finance, wealth management, financial planning, or business
• Prior experience in finance is not required

Why Join Us?

• Structured Training – Build your financial knowledge and professional skill set from the ground up
• Mentorship & Guidance – Learn directly from experienced industry professionals
• Career Development – Clear opportunities to grow and take on greater responsibilities
• Industry Exposure – Gain practical experience across financial planning, client management, and wealth solutions
• Develop Transferable Skills – Strengthen your communication, relationship management, presentation, and business skills
• Dynamic Environment – Be part of a driven and supportive team where your growth matters

Kick-Start Your Career in Financial Services

If you're looking for an opportunity where you can learn, grow, challenge yourself, and build a rewarding professional career, we'd love to hear from you.