Financial Solutions Associate: Launch Your Finance Career

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

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.