Wealth Management Associate — Fresh Grads Welcome

KAPTIVATE LLP; Singapore; On-site; SGD 42,000 - 56,000; Full time

Job summary

KAPTIVATE LLP in Singapore is seeking a motivated Wealth Management Associate to start fresh and grow in wealth planning, client solutions, and portfolio discussions. You'll receive structured training, mentorship, and hands-on exposure to real client work.

Join a growing financial services team where you will develop communication, relationship-building, and business development skills while supporting client reviews and financial solutions under experienced guidance.

Qualifications

• Diploma or Degree holders; fresh graduates are welcome.
• Strong communication and interpersonal skills.
• Confident and comfortable interacting with people.
• Interest in wealth management, financial planning, or investments.
• Self-motivated, proactive, and eager to learn.
• Goal-oriented with a positive and growth-oriented mindset.
• Strong relationship-building and problem-solving skills.
• Able to work independently and collaboratively.
• No prior financial services experience required - training provided.

Responsibilities

• Engage with clients to understand their financial goals, needs, and priorities.
• Support personalised wealth planning and financial needs analysis.
• Introduce relevant financial products and wealth management solutions.
• Build and maintain strong, long-term client relationships.
• Assist with client portfolio reviews, follow-ups, and documentation.
• Develop new client relationships through networking and business development activities.
• Stay informed about financial market trends and wealth management strategies.
• Participate in structured training and professional development programmes.

Skills

Communication

Interpersonal skills

Self-motivated

Proactive

Eager to learn

Goal-oriented

Relationship-building

Problem-solving

Independent work

Team collaboration

Education

Diploma or Degree holder

Job description

KAPTIVATE LLP in Singapore is seeking a motivated Wealth Management Associate to start fresh and grow in wealth planning, client solutions, and portfolio discussions. You'll receive structured training, mentorship, and hands-on exposure to real client work.

Join a growing financial services team where you will develop communication, relationship-building, and business development skills while supporting client reviews and financial solutions under experienced guidance.