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Financial Solution Associate

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Onsite

Financial Solution Associate

Kaptivate

Financial Solution Associate

Skills

Business DevelopmentFinancial Planning

18 days ago

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Important information


Contract type:

Permanent

Location:

Singapore

Work mode:

Onsite

Published on:

6 October 2026

What they need


Financial Solutions Associate

Start Your Career in Financial Services

Looking for a career that combines

finance, business and people

?

We are seeking a motivated

Financial Solutions Associate

to join our team. This is an excellent opportunity for fresh graduates and early-career candidates looking to gain practical exposure to the financial-services industry.

You’ll receive training while developing valuable skills in financial solutions, client management and business development.

What You’ll Be Doing

Engage with clients to understand their financial needs and objectives

Support financial needs analysis and planning discussions

Introduce relevant financial products and solutions

Assist with client onboarding, documentation and follow-ups

Build and maintain positive client relationships

Support ongoing client reviews and servicing

Participate in business development and client engagement initiatives

Attend structured training and professional development sessions

Keep updated on financial products and industry developments

Who Should Apply?

Who Should Apply?

Fresh graduates and entry-level candidates are welcome

Diploma or Degree holders

Strong communication and interpersonal skills

Confident and comfortable engaging with people

Interested in finance, wealth management, investments, or financial planning

Motivated, proactive, and eager to learn

Goal-oriented with a positive attitude

Able to work independently and as part of a team

Good relationship-building and networking skills

No prior financial experience required —

training will be provided

Why Join Us?

You'll receive structured training and mentorship while gaining practical exposure to financial planning, client servicing, wealth solutions and business development.

Your finance career has to start somewhere. Make this your first step.

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