Investment Associate (Fresh Graduate)

Roles & Responsibilities

As an Investment Associate (Fresh Graduate) , you will learn to provide professional advice and tailored investment solutions to help clients grow and protect their wealth. You will analyse client portfolios, understand their financial goals and risk appetite, and recommend suitable products and strategies in line with market trends and regulatory guidelines. Students in year 3 are welcome.

Key Responsibilities :

• Learn to build and manage a portfolio of clients, both individual and corporate.
• Assess clients’ financial needs, goals, and risk tolerance through consultations and fact-finding.
• Develop and recommend customised investment strategies and product solutions (e.g., unit trusts, bonds, equities, structured products).
• Monitor clients’ portfolios and provide regular updates and rebalancing advice.
• Stay updated on market movements, economic trends, and new investment products.
• Ensure compliance with MAS (Monetary Authority of Singapore) regulations and company policies.
• New clients acquisition

Requirements :

Tell employers what skills you have

Wealth Management

Investment Advisory

Investment Strategies

Due Diligence

Tolerance

Investments

Investment Banking

Wealth

Private Banking

Private Equity

Economics

Accounting

Financial Modelling

Bonds

Unit Trusts

Equities