Financial Solution Associate

KAPTIVATE LLP; Singapore; On-site; SGD 36,000 - 48,000; Full time

Job summary

KAPTIVATE LLP invites a Financial Solutions Associate to start a career in financial services in Singapore. Fresh graduates and early-career candidates will gain practical exposure to wealth planning, client servicing, and financial solutions.

You'll undergo structured training, learn about financial products, and build client relationships while supporting business development and onboarding. This entry-level role emphasizes learning, teamwork, and professional growth.

Qualifications

• Fresh graduates and entry-level candidates are welcome.
• Diploma or Degree holders.
• Strong communication and interpersonal skills.
• Confident and comfortable engaging with people.
• Interested in finance, wealth management, investments, or financial planning.
• Motivated, proactive, and eager to learn.
• Good relationship-building and networking skills.

Responsibilities

• Engage with clients to understand their financial needs and objectives.
• Support financial needs analysis and planning discussions.
• Introduce relevant financial products and solutions.
• Assist with client onboarding, documentation and follow-ups.
• Build and maintain positive client relationships.
• Support ongoing client reviews and servicing.
• Participate in business development and client engagement initiatives.
• Attend structured training and professional development sessions.
• Keep updated on financial products and industry developments.

Skills

Communication skills

Education

Diploma or degree

Job description

Financial Solutions Associate

Start Your Career in Financial Services

Looking for a career that combines finance, business and people?

We are seeking a motivated Financial Solutions Associate to join our team. This is an excellent opportunity for fresh graduates and early-career candidates looking to gain practical exposure to the financial-services industry.

You’ll receive training while developing valuable skills in financial solutions, client management and business development.

What You’ll Be Doing

• Engage with clients to understand their financial needs and objectives
• Support financial needs analysis and planning discussions
• Introduce relevant financial products and solutions
• Assist with client onboarding, documentation and follow-ups
• Build and maintain positive client relationships
• Support ongoing client reviews and servicing
• Participate in business development and client engagement initiatives
• Attend structured training and professional development sessions
• Keep updated on financial products and industry developments

Who Should Apply?

Who Should Apply?

• Fresh graduates and entry-level candidates are welcome
• Diploma or Degree holders
• Strong communication and interpersonal skills
• Confident and comfortable engaging with people
• Interested in finance, wealth management, investments, or financial planning
• Motivated, proactive, and eager to learn
• Goal-oriented with a positive attitude
• Able to work independently and as part of a team
• Good relationship-building and networking skills
• No prior financial experience required — training will be provided

Why Join Us?

You’ll receive structured training and mentorship while gaining practical exposure to financial planning, client servicing, wealth solutions and business development.

Your finance career has to start somewhere. Make this your first step.