Client Investment Associate

About the Role

We are expanding our investment-focused team and are looking for individuals who enjoy working with people, are willing to learn, and want to build a long-term career within the financial industry.

As a Client Investment Associate, you will work closely with clients to understand their financial goals, support portfolio reviews, and provide ongoing account and relationship management.

The role combines client interaction, investment exposure, relationship management and account servicing, with structured training and mentorship provided throughout your development.

Prior financial experience is not required.

What You’ll Be Doing

Your responsibilities will include:

• Meeting and communicating with clients to understand their financial goals and priorities
• Supporting financial and portfolio reviews
• Presenting suitable financial and investment solutions based on clients' needs
• Managing ongoing client relationships and account servicing matters
• Following up with clients on applications, transactions and servicing matters
• Preparing client documentation and ensuring proper follow-up
• Developing new client relationships through structured outreach channels, referrals and networking
• Working closely with managers on case preparation and client meetings
• Maintaining a high standard of professionalism and client experience

Training & Development

Successful candidates will receive:

• Structured onboarding and training
• Support for the relevant licensing requirements
• Investment and portfolio-planning training
• Client communication and presentation training
• Appointment and case preparation
• Opportunities to attend joint client meetings
• Regular coaching and feedback
• Direct mentorship from experienced managers
• Career development towards senior advisory and leadership roles

Client development is supported by established outreach resources and prospecting systems, so you will not be expected to rely solely on your personal network to build client relationships.

Who We’re Looking For

You may be suitable for the role if you are:

• Confident and comfortable communicating with people
• Interested in investments, wealth management or personal finance
• Willing to learn and develop professionally
• Open to coaching and feedback
• Responsible and able to follow through on tasks
• Comfortable working independently as well as within a team
• Motivated by career and income progression
• Comfortable working towards clear individual goals
• Interested in building long-term client relationships

Fresh graduates and career switchers are welcome to apply.

Candidates with experience in banking, account management, sales, recruitment, aviation, hospitality, luxury retail, automotive, customer service or other client-facing roles are also encouraged to apply.

Eligibility Requirements

Applicants must:

• Be a Singapore Citizen or Permanent Resident
• Hold at least a recognised local Diploma, Degree or higher qualification
• Be willing to complete the relevant financial advisory licensing requirements
• Be comfortable working in a client-facing environment

Important to Know

This is a client-facing financial advisory role and is not a purely administrative or customer-service position.

The role includes client relationship development, financial and investment advisory responsibilities, developing new client relationships and working towards individual performance objectives.

Successful candidates will be required to complete the relevant licensing requirements before carrying out regulated financial advisory activities.

Remuneration & Career Progression

The role offers a structured monthly remuneration package together with performance incentives and career progression opportunities.

Your development will be supported through ongoing training, coaching and mentorship.

The full remuneration structure, eligibility and performance components will be explained during the interview.