Kaptivate
Finance Management Associate
Skills
20 days ago
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Important information
Contract type:
Permanent
Location:
Singapore
Work mode:
Onsite
Published on:
6 October 2026
What they need
Build Your Career. Develop Financial Expertise. Make an Impact.
Are you ambitious, people-oriented, and looking to build a career in the
financial services industry
?
We are looking for a motivated
Finance Management Associate
to join our growing team. This opportunity is ideal for fresh graduates and early-career professionals who want hands-on exposure to
financial planning, client management, business development, and wealth solutions
while receiving structured training and mentorship.
No prior financial services experience?
Training and guidance will be provided.
What You'll Do
Engage with clients to understand their financial needs, priorities, and long-term goals
Support the development and presentation of suitable financial solutions
Build and maintain strong, long-term client relationships
Assist with financial planning and portfolio-related discussions
Conduct market research and stay informed about financial trends
Support client acquisition and business development initiatives
Manage client follow-ups, appointments, and documentation
Participate in structured training, mentorship, and professional development
Work alongside experienced professionals and gain practical industry exposure
Who We're Looking For
Diploma or Degree holders;
fresh graduates are strongly encouraged to apply
Strong communication and interpersonal skills
Confident in meeting and interacting with people
Motivated, proactive, and eager to learn
Goal-oriented with a positive attitude
Good organisational and time-management skills
Interest in
finance, wealth management, financial planning, or business
Prior experience in finance is
not required
Why Join Us?
✨
Structured Training
– Build your financial knowledge and professional skill set from the ground up
✨
Mentorship & Guidance
– Learn directly from experienced industry professionals
✨
Career Development
– Clear opportunities to grow and take on greater responsibilities
✨
Industry Exposure
– Gain practical experience across financial planning, client management, and wealth solutions
✨
Develop Transferable Skills
– Strengthen your communication, relationship management, presentation, and business skills
✨
Dynamic Environment
– Be part of a driven and supportive team where your growth matters
Kick-Start Your Career in Financial Services
If you're looking for an opportunity where you can
learn, grow, challenge yourself, and build a rewarding professional career
, we'd love to hear from you.
Apply now and take the first step towards building your future in financial services
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