Investment Associate

WPGROUP PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An investment advisory firm in Singapore is seeking a client advisor to build and manage a portfolio of clients. Responsibilities include assessing clients' financial needs and goals, recommending investment strategies, and monitoring portfolios. The ideal candidate holds a relevant degree and has some experience in investment advisory or wealth management.

Qualifications

• Diploma or Bachelor’s degree in Finance, Business, Economics, or related.
• Experience in investment advisory or wealth management is a plus.
• Strong knowledge of investment products and financial markets.

Responsibilities

• Build and manage a portfolio of clients.
• Assess clients’ financial needs and goals.
• Recommend customised investment strategies.
• Monitor clients’ portfolios and provide updates.

Skills

Investment advisory experience

Client-focused mindset

Strong interpersonal skills

Knowledge of financial markets

Proactive attitude

Education

Diploma or Bachelor’s degree in Finance, Business, Economics, Accounting

Job description

Overview

Learn to build and manage a portfolio of clients, both individual and corporate.

Assess clients’ financial needs, goals, and risk tolerance through consultations and fact-finding.

Develop and recommend customised investment strategies and product solutions (e.g., unit trusts, bonds, equities, structured products).

Monitor clients’ portfolios and provide regular updates and rebalancing advice.

Stay updated on market movements, economic trends, and new investment products.

Ensure compliance with MAS (Monetary Authority of Singapore) regulations and company policies.

New clients acquisition

Key Responsibilities

• Learn to build and manage a portfolio of clients, both individual and corporate.
• Assess clients’ financial needs, goals, and risk tolerance through consultations and fact-finding.
• Develop and recommend customised investment strategies and product solutions (e.g., unit trusts, bonds, equities, structured products).
• Monitor clients’ portfolios and provide regular updates and rebalancing advice.
• Stay updated on market movements, economic trends, and new investment products.
• Ensure compliance with MAS (Monetary Authority of Singapore) regulations and company policies.
• New clients acquisition

Requirements

• Diploma or Bachelor’s degree in Finance, Business, Economics, Accounting, or a related discipline.
• Some experience in investment advisory, wealth management, or private banking.
• Sound knowledge of investment products and financial markets.
• Strong interpersonal and communication skills.
• Client-focused mindset with a consultative approach.
• Driven, proactive, and able to work independently or in a team.

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