Investment Associate Manager

Borr Drilling; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading company in banking and financial services is seeking an Investment Associate Manager for their Wealth and Personal division. This full-time role involves managing client investment portfolios, providing tailored recommendations, and supporting high-net-worth clients. With a focus on service excellence and client relationships, this position offers comprehensive training and clear career development opportunities.

Benefits

Performance bonus with commission

Flexible working hours

Comprehensive training and mentorship

Clear progression path

Qualifications

• Recognised diploma or degree in Finance or related field required.
• Entry-level candidates are welcome; mid-career switchers encouraged.

Responsibilities

• Assist in managing client investment portfolios and provide recommendations.
• Conduct reviews and prepare financial analysis reports.
• Coordinate with stakeholders to execute investment strategies.

Skills

Strong communication

Interpersonal skills

Analytical abilities

Organisational skills

Detail-oriented

Client-focused mindset

Education

Local Polytechnic Diploma or University Degree in Finance, Economics, Business

Job description

Job Title: Investment Associate Manager
(Ref: AD1108)

As part of one of the world’s largest banking and financial services organisations, the company is committed to delivering innovative, client-focused financial solutions. We place strong emphasis on service excellence, sustainability, and long-term client relationships.

Role Overview

We are looking for an Investment Associate Manager to join our Wealth and Personal division. This is a full-time, office-based role focused on supporting and managing client investment portfolios, providing strategic recommendations, and contributing to the growth of company's wealth management business.

Key Responsibilities

• Assist in the management and servicing of client investment portfolios.
• Conduct regular reviews and provide tailored investment recommendations aligned with clients’ financial goals.
• Work closely with Senior Managers to support high-net-worth clients with advisory and portfolio services.
• Prepare financial analysis reports and monitor market trends to identify opportunities and risks.
• Coordinate with internal stakeholders to ensure timely execution of investment strategies and client requests.
• Participate in regular investment meetings and training sessions with fund managers and product teams.
• Ensure compliance with regulatory requirements and internal policies.

Qualifications & Requirements

• A recognised Local Polytechnic Diploma or University Degree in Finance, Economics, Business, or a related field.
• Strong communication and interpersonal skills.
• Detail-oriented with good analytical and organisational abilities.
• A team player with a professional, client-focused mindset.
• Open to entry-level applicants and mid-career switchers with a strong interest in investment management.

What We Offer

• Base Salary : $5,000 to $10,000 (based on experience)
• Performance Bonus : Quarterly bonus with Commission
• Working Hours : Structured and flexible schedule within a professional team setting
• Training : Comprehensive training and mentorship provided by senior leaders
• Career Development : Clear progression path within the organisation