Investment Advisory Associate

Investment Advisory Associate Job Description We are looking for a driven and motivated Investment Advisory Associate to join our growing advisory team. In this role, you will work closely with clients to understand their financial goals, investment objectives, and long-term aspirations. You will develop your knowledge of investment strategies and financial solutions while gaining practical experience in client engagement and advisory. This opportunity is ideal for individuals who have a genuine interest in investments, enjoy learning about financial strategies, and are motivated to build a long-term career in the financial services industry. Structured training and mentorship will be provided. Key Responsibilities Meet with clients to understand their financial goals, investment objectives, and future plans. Conduct client consultations and financial reviews to understand individual needs. Assist in identifying suitable investment and wealth accumulation strategies. Provide recommendations based on clients' individual circumstances and objectives. Build and maintain strong, long-term relationships with clients. Conduct regular client reviews and follow-ups. Develop and expand a professional network through referrals and relationship building. Keep up to date with relevant investment knowledge, financial services, and industry developments. Participate in structured training, mentorship, and professional development programmes. Requirements Singaporean / PR Minimum Local Diploma Qualification (Min.) Strong communication and interpersonal skills. Analytical mindset with a willingness to learn. Self-motivated, ambitious, and goal-oriented. Confident in engaging with people and building professional relationships. Able to work independently and as part of a team. What We Offer Structured training and mentorship. Flexible working arrangements. Performance-based remuneration and incentives. Clear career progression opportunities. Ongoing professional development. Supportive and collaborative team environment. Why Join Us? As an Investment Advisory Associate , you will have the opportunity to develop valuable knowledge in investments and financial planning while building meaningful relationships with clients. This role provides a strong foundation for individuals who want to develop their advisory, communication, and analytical skills while working towards a long-term career in the financial services industry. If you are ambitious, eager to learn, and interested in developing a career in investment advisory, we welcome you to apply. Fresh graduates and career switchers are encouraged to apply.