KL

Finance Management Associate

Kaptivate Llp

D03 Queenstown, Bukit Merah, Tiong BahruFull TimeS$5,000 – S$8,000/mo

Posted 22 Jun 2026

About this role

Finance Management Associate About the Role Are you looking for a career with unlimited growth potential, mentorship, and the opportunity to make a meaningful impact on people's lives? We're seeking ambitious individuals to join our team as Finance Management Associates. Whether you're a fresh graduate or exploring a career switch, you'll receive structured training, one-on-one mentorship, and the opportunity to build expertise in financial planning, wealth management, and client relationship management. This is more than just a job – it's an opportunity to build a rewarding long-term career while helping individuals and families achieve financial confidence. Key Responsibilities Meet with clients to understand their financial goals and priorities. Develop personalized financial and wealth management strategies. Provide guidance on protection, savings, retirement, and investment planning. Build and maintain long-term client relationships through ongoing reviews. Keep up to date with market trends and industry developments. Participate in structured training, coaching, and professional development programmes. Collaborate with experienced mentors and team members to deliver exceptional client experiences. Contribute to business development and expand your professional network. Requirements Singapore Citizen or Permanent Resident preferred. Diploma or Degree from a recognized institution. Strong communication and interpersonal skills. Self-motivated with a growth mindset and willingness to learn. Positive attitude, integrity, and professionalism. No prior financial services experience required – comprehensive training will be provided. What We Offer Structured mentorship and career development pathway. Flexible work arrangements and autonomy over your schedule. Performance-based remuneration with uncapped earning potential. Opportunities for leadership and specialization. Supportive team culture focused on continuous learning and growth. Access to proven systems, technology, and marketing resources to help you succeed. Who Will Thrive Here Fresh graduates seeking accelerated career growth. Mid-career professionals looking for a meaningful and entrepreneurial opportunity. Individuals who enjoy helping others while building their own business and personal brand. Motivated self-starters who are willing to learn and take ownership of their success.

What they're looking for

Financial and Investment PlanningWealth ManagementMedical DegreeLong-term Customer Relationships

About Kaptivate Llp

Industry: Administrative & support services

Frequently asked questions

What does a Finance Management Associate at Kaptivate Llp do?

Finance Management Associate About the Role Are you looking for a career with unlimited growth potential, mentorship, and the opportunity to make a meaningful impact on people's lives? We're seeking ambitious individuals to join our team as Finance Management Associates. Whether you're a fresh gradu…

What skills does this Finance Management Associate role need?

Key skills for this role include Financial and Investment Planning, Wealth Management, Medical Degree, Long-term Customer Relationships.

How much does a Finance Management Associate at Kaptivate Llp pay?

This role lists a salary of S$5,000 – S$8,000 per month.

Is this Finance Management Associate role remote, hybrid, or on-site?

The listing is based in D03 Queenstown, Bukit Merah, Tiong Bahru. Check the posting for remote or hybrid options.

How do I apply for this Finance Management Associate role?

You can apply directly on Kaptivate Llp's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.