Investment Advisory Associate

ELEVATE; Singapore; On-site; SGD 42,000 - 66,000; Full time

Benefits offered by this job

Structured training in investment and财

Mentorship from experienced advisers

Hands-on exposure to wealth management

Job summary

ELEVATE is seeking an Investment Advisory Associate in Singapore to translate market insights into client-focused wealth strategies. You’ll learn under experienced advisers, develop analytical skills, and participate in wealth planning discussions with clients.

Structured training and mentorship will guide you, with exposure to investment planning and market analysis, while building your professional network in a collaborative team environment.

Qualifications

• Diploma or equivalent is required.
• Genuine interest in investments and financial markets.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.

Responsibilities

• Understand clients’ financial goals, investment objectives and risk preferences.
• Assist in developing suitable investment and wealth management strategies.
• Research market trends, economic developments and investment opportunities.
• Analyze financial products, funds and investment solutions.
• Support portfolio reviews and client discussions.
• Present financial concepts in a clear and accessible way.
• Build and maintain professional client relationships.

Skills

Genuine interest in investments and金融?

Education

Minimum Diploma qualification

Job description

Investment Advisory Associate

Turn Market Insights Into Meaningful Financial Strategies.

Are you interested in investments, financial markets and wealth management?

Join us as an Investment Advisory Associate and develop the knowledge, analytical skills and client experience needed to build a career in investment and financial advisory.

This role is ideal for individuals who are curious about the markets, comfortable working with people and motivated to continuously learn and grow.

What You’ll Do

• Understand clients’ financial goals, investment objectives and risk preferences

• Assist in developing suitable investment and wealth management strategies

• Research market trends, economic developments and investment opportunities

• Analyse financial products, funds and investment solutions

• Support portfolio reviews and investment discussions with clients

• Present financial and investment concepts in a clear and easy-to-understand manner

• Monitor market developments and stay updated on industry trends

• Build and maintain professional client relationships

• Conduct regular client reviews and understand changing financial needs

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• Develop and expand your professional network

• Work alongside experienced advisers and mentors

• Continuously strengthen your knowledge of investments and financial markets

Who We’re Looking For

• Singaporean

• Minimum Diploma qualification

• Genuine interest in investments and financial markets

• Strong analytical and problem-solving skills

• Good communication and interpersonal skills

• Confident and comfortable engaging with clients

• Curious, proactive and eager to learn

• Self-motivated and goal-oriented

• Able to work independently and as part of a team

What We Offer

• Structured training in investment and financial advisory

• Mentorship from experienced professionals

• Hands-on exposure to wealth management and investment planning

• Flexible working arrangements

• Attractive earning potential

• Opportunities to develop your professional network

• Supportive and collaborative team environment

• Continuous professional and personal development

Why Choose Us?

• Gain practical exposure to financial markets and investment strategies

• Develop strong analytical and financial knowledge

• Learn how to translate market insights into client-focused strategies

• Build valuable client relationship and communication skills

• Develop your professional network within the financial services industry

• Work towards a long-term career in investment and wealth management

• Unlock opportunities for career and financial growth based on your performance