Overview
Job Summary: As a Management Associate, you will work closely with the CEO and cross-functional teams to drive strategic initiatives, enhance investment product offerings, and support key business operations. This dynamic role spans strategy execution, digital investment platform support, and client engagement. The role requires fluency in Mandarin due to our target client base, and you will help track performance metrics, analyse market trends, and collaborate with internal teams to develop innovative financial solutions. This position will be based in our business office at Capital Tower, Tanjong Pagar.
Key Responsibilities
Strategy & Business Operations
- Collaborate with the CEO and department leads to define and execute strategic priorities.
- Track performance metrics, user data, and KPIs related to platform usage and investment flows.
Investment Product & Platform Support
- Contribute to the development and improvement of digital investment offerings (e.g., ETFs, robo-advisory tools, goal-based investing).
- Benchmark competitors and monitor industry trends (e.g., regulation, UX, personalization in investment apps).
- Work cross-functionally with product, engineering, and compliance to support product roadmaps.
Client & Partner Management
- Assist in onboarding B2B and institutional partners or investor networks.
- Prepare and introduce pitch decks, product overviews, and analytical insights for prospective clients or investors.
- Support the onboarding processes and ensure a seamless experience for clients and investors.
- Help ensure a smooth investor experience by resolving queries and gathering feedback.
Qualifications & Experience
- Background: Approximately 1 year of experience in finance, consulting, fintech, or a related field—bonus if focused on investments, digital wealth, or capital markets.
- Mindset: Start-up-ready. You are resourceful, proactive, and excited by uncertainty.
- Learner: You may not know everything, but you know how to figure things out. You ask questions, seek feedback, and move fast.
- Analytical: You\'re comfortable with numbers and can translate data into insights—even better if you’ve used analytics tools before.
- Communicator: You write and speak clearly, and you are not afraid to ask questions or share ideas.
- Team Player: You work well with others and are open to rolling up your sleeves to help where needed.
- Language Ability: Able to speak fluent Mandarin. Possess both good written and spoken Mandarin is most preferred.
Key Skills & Competencies
- Strong interpersonal and relationship-building skills.
- Excellent communication and presentation abilities.
- Self-motivated with the ability to work independently and as part of a team.
- High level of integrity, professional and results-oriented.
- Demonstrates strong resiliency with the ability to thrive under pressure in dynamic work environments.