Senior Associate - Wealth Solution (T00026383)

Job Summary

In this role, you will serve as the strategic link between our sales teams and clients-delivering personalized investment solutions that truly Make a REAL Change. You will help shape financial strategies align with client goals while staying ahead of market trends and investment innovation.

Job Description

• Analyze client briefs and personas to understand financial goals, preferences, and pain points; propose and co-develop tailored asset allocation and portfolio strategies.
• Strengthen our value proposition by delivering high-quality investment advice and fostering strong relationships with internal and external stakeholders.
• Join client visit alongside the sales/RM team to present investment solutions.
• Conduct regular training and coaching sessions for internal sales and distribution teams on investment products and ideas.

Qualifications

• Bachelor’s degree or higher in Finance, Economics, Business, or related fields.
• Minimum 5 years of experience in Investment Management.
• IC Complex 2 license required, additional certifications such as IP, CFP, CISA, or CFA are a plus.
• Strong knowledge of various investment products including mutual funds, bonds, structured products, and asset allocation principles with a passion for financial planning, economic trends and continuous learning.
• Excellent analytical, communication, and interpersonal skills, with a collaborative mindset and a self-driven attitude to thrive in dynamic work environment.