Investment Associate (bank)

STAFFELLA RECRUITMENT AGENCY; Singapore; On-site; SGD 39,000 - 56,000; Full time

Job summary

STAFFELLA RECRUITMENT AGENCY is seeking energetic individuals to join our financial solutions team in Singapore. The role focuses on business development, client relationship management, and adherence to regulatory standards while delivering meaningful client outcomes.

Fresh graduates and career switchers are encouraged to apply, with training provided and clear pathways to senior roles. A strong drive to succeed in investments and business development is expected.

Qualifications

• Fresh graduates and career switchers encouraged to apply.
• No prior sales or investment experience required; training provided.
• Minimum: GCE A Levels, Polytechnic Diploma or Degree.

Responsibilities

• Conduct financial needs analysis and provide strategic recommendations aligned to clients’ objectives.
• Build and nurture long-term relationships with both new and existing clients.
• Deliver compliant client interactions and uphold standards.
• Attend monthly training sessions and pursue fast-track progression to leadership roles.

Skills

Business Development

Client Relationship Management

Regulatory Awareness

Training & Learning

Education

GCE A Levels / Diploma / Degree

Job description

The client offer a comprehensive suite of financial and investment solutions, backed by over 150 years of global banking excellence. Our strength for financial backbone, international network, and trusted client relationships.

We are driven by a team of passionate professionals who go beyond financial returns — delivering impactful investments and meaningful client outcomes. If you are an energetic, high-calibre individual with a drive to succeed in investments and business development, we want to meet you.

Key Responsibilities

1. Business Development

• Conduct financial needs analysis and provide strategic recommendations aligned to clients’ objectives.
• Offer tailored financial products and investment solutions, including funds and insurance-linked investments.
• Develop and execute client acquisition strategies to grow market presence.
• Support clients with fund-related transactions and portfolio structuring.

2. Client Relationship Management

• Build and nurture long-term relationships with both new and existing clients.
• Deliver excellent after-sales support to ensure ongoing client satisfaction.
• Conduct regular portfolio reviews to adapt to clients’ evolving financial goals.
• Maintain accurate records of client engagements in accordance with company policies.

3. Compliance & Professional Standards

• Stay updated on market trends, product developments, and regulatory changes.
• Ensure all client interactions meet compliance requirements and uphold HSBC’s professional standards.

4. Professional Growth & Training

• Attend monthly training sessions conducted by leading Fund Houses.
• Fast-track progression to senior manager and leadership roles.

Requirements

• Fresh graduates and career switchers are encouraged to apply.
• No prior sales or investment experience required — training will be provided.
• Minimum: GCE “A” Levels / Polytechnic Diploma / Degree (local or private).

We regret that only shortlisted candidates will be notified!