Investment Associate Trainee (Fresh Graduate)

WPGROUP PTE. LTD.; Singapore; On-site; SGD 36,000 - 48,000; Full time

Job summary

A financial services firm in Singapore is seeking an Investment Associate Trainee. In this role, you will provide tailored investment solutions to clients. Responsibilities include portfolio management, client assessment, and compliance with regulations. Ideal candidates should have a degree in finance or a related field and some experience in investment advisory. Competitive salary with commission opportunities.

Benefits

All training provided

Access to training and professional development

Competitive base salary plus commission

Qualifications

• Some experience in investment advisory, wealth management, or private banking.
• Sound knowledge of investment products and financial markets.

Responsibilities

• Learn to build and manage a portfolio of clients, both individual and corporate.
• Assess clients’ financial needs, goals, and risk tolerance.
• Develop and recommend customised investment strategies.
• Monitor clients’ portfolios and provide updates.
• Stay updated on market movements and trends.
• Ensure compliance with MAS regulations.
• New client acquisition.

Skills

Interpersonal skills

Communication skills

Client-focused mindset

Proactive attitude

Education

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

Job description

Job Summary:

As an Investment Associate Trainee, you will learn to provide professional advice and tailored investment solutions to help clients grow and protect their wealth. You will analyse client portfolios, understand their financial goals and risk appetite, and recommend suitable products and strategies in line with market trends and regulatory guidelines. Students in year 3 are welcome.

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.

Career Benefits:

• All training provided
• Clients or propect base given to help you achieve you goals.
• Competitive base salary plus commission or performance-based incentives.
• Access to comprehensive training and professional development programmes.
• Exposure to a wide range of investment products and strategies.
• Dynamic, fast-paced work environment with a focus on client success.