Wealth Management Associate: Launch Your Career

KAPTIVATE LLP; Singapore; On-site; SGD 42,000 - 54,000; Full time

Job summary

KAPTIVATE LLP in Singapore is seeking a Wealth Management Associate to engage clients, understand financial goals, and introduce wealth-management solutions. You’ll gain practical exposure to financial planning and client relations while participating in structured training and mentorship.

Fresh graduates are welcome; no prior financial services experience is required as training will be provided. You will work with a team of professionals and develop skills in wealth planning, investments, and

Qualifications

• Diploma or Degree holders
• Fresh graduates welcome
• Strong communication and interpersonal skills
• Interest in wealth management, financial planning, investments, or finance
• Training will be provided

Responsibilities

• Engage with clients to understand their financial goals and priorities
• Support financial needs analysis and wealth-planning discussions
• Introduce suitable financial and wealth-management solutions
• Build and maintain strong, long-term client relationships
• Assist with client reviews, follow-ups, and documentation
• Develop new client relationships through business development activities
• Stay updated on financial products, market developments, and industry trends
• Participate in structured training and professional development
• Work closely with experienced team members and mentors

Skills

Communication skills

Interpersonal skills

Client relationship building

Active listening

Education

Bachelor's or Diploma

Job description

KAPTIVATE LLP in Singapore is seeking a Wealth Management Associate to engage clients, understand financial goals, and introduce wealth-management solutions. You’ll gain practical exposure to financial planning and client relations while participating in structured training and mentorship.

Fresh graduates are welcome; no prior financial services experience is required as training will be provided. You will work with a team of professionals and develop skills in wealth planning, investments, and