Management Associate (Finance)

Job Responsibilities

• Manage financial and investment portfolios for both corporate (B2B) and individual (B2C) clients, involving Investment, Risk, and Asset Management.
• Analyse financial markets and investment funds, including Equities, ETFs, Bonds, and Unit Trusts.
• Provide integrated wealth solutions across Wealth Preservation, Partnership Management and Business Succession Planning.
• Onboarding and management of clients investment portfolios using digital financial platforms such as iFast Central.

Eligibility Requirements

• Candidates must possess one of the following academic minimum entry requirements:
• A full certificate in GCE A Level
• International Baccalaureate Diploma qualification
• Diploma awarded by a Polytechnic in Singapore.

Job Type

• Entry level role. Full-time and part-time positions available.
• No prior finance or investment experience required.
• Flexible working hours, hybrid work arrangement.

What We Provide

• Structured training and development program
• One-to-one mentorship
• Opportunities for career advancement
• Performance-based incentives and bonuses