Finance Management Associate — Start Your Wealth Career

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

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.