Investment Solutions Executive

ELEVATE; Singapore; On-site; SGD 36,000 - 48,000; Full time

Job summary

Elevate in Singapore is seeking a motivated Investment Solutions Executive. Fresh graduates are welcome to join our financial services team to learn investment planning, financial solutions, market research, and client relationship management.

You will participate in structured training and work with experienced professionals to grow your analytical and communication skills. No prior investment experience is required—training will be provided.

Qualifications

• Diploma or Degree holders; fresh graduates are encouraged to apply.
• Strong interest in investments, financial markets, or wealth management.
• Excellent analytical and problem-solving skills.
• Confident communicator with strong interpersonal skills.
• Detail-oriented, responsible, and organised.
• No prior investment experience required – training will be provided.

Responsibilities

• Engage with clients to understand their financial goals, investment objectives, and risk preferences.
• Support investment needs analysis and financial planning discussions.
• Assist in identifying relevant investment and financial solutions.
• Build and maintain professional relationships with clients.
• Support investment portfolio reviews, follow-ups, and documentation.
• Research financial market trends, investment products, and industry developments.
• Participate in client engagement and business development initiatives.
• Attend structured training and professional development sessions.
• Work closely with experienced professionals to strengthen investment knowledge and analytical skills.

Education

Diploma or Degree holders

Job description

Investment Solutions Executive

Fresh Graduates Welcome | Structured Training | Career Development

Turn Your Interest in Investments Into a Career Opportunity!

Are you curious about financial markets, investment strategies, and how financial decisions shape the future?

We are seeking enthusiastic and driven individuals to join our financial services team as an Investment Solutions Executive.

This role offers an opportunity to explore investment planning, financial solutions, market research, and client relationship management, while building practical knowledge and professional experience in the financial services industry.

Your Key Responsibilities

• Engage with clients to understand their financial goals, investment objectives, and risk preferences
• Support investment needs analysis and financial planning discussions
• Assist in identifying relevant investment and financial solutions
• Build and maintain professional relationships with clients
• Support investment portfolio reviews, follow-ups, and documentation
• Research financial market trends, investment products, and industry developments
• Participate in client engagement and business development initiatives
• Attend structured training and professional development sessions
• Work closely with experienced professionals to strengthen investment knowledge and analytical skills

Who Should Apply?

• Singaporean
• Diploma or Degree holders; fresh graduates are encouraged to apply
• Strong interest in investments, financial markets, or wealth management
• Good analytical and problem-solving skills
• Confident communicator with strong interpersonal skills
• Detail-oriented, responsible, and organised
• Self-motivated with a willingness to learn
• Goal-oriented with a positive attitude
• Able to work independently and as part of a team
• No prior investment experience required - training will be provided

Why Join Our Team?

• Industry Exposure: Gain insights into investment planning and financial markets
• Structured Learning: Develop essential investment and financial knowledge
• Mentorship & Coaching: Learn from experienced professionals
• Professional Development: Strengthen your analytical, communication, and client management skills
• Career Growth: Opportunities to develop your expertise and professional responsibilities
• Collaborative Culture: Work in a supportive and growth-oriented environment

Your Investment Career Begins Here!

If you're eager to explore the world of investments, build meaningful connections, and develop valuable industry knowledge, this opportunity could be for you.