Investment Associate (Fresh Graduate)
WPGROUP PTE. LTD.
Key Responsibilities:
Requirements:
- Manage clients portfolio.
- Develop and recommend customised investment strategies and product solutions (e.g., unit trusts, bonds, equities, structured products).
- Monitor clients' portfolios and provide regular updates and rebalancing advice.
- Stay updated on market movements, economic trends, and new investment products.
- Ensure compliance with MAS (Monetary Authority of Singapore) regulations and company policies.
- New clients acquisition
Requirements:
- Diploma or Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline.
- Some experience in investment advisory, wealth management, or private banking.
- Sound knowledge of investment products and financial markets.
- Strong interpersonal and communication skills.
- Client-focused mindset with a consultative approach.
- Driven, proactive, and able to work independently or in a team.
- Leadership qualities
JOB SUMMARY
Investment Associate (Fresh Graduate)
WPGROUP PTE. LTD.
Singapore
21 days ago
N/A
Part-time
Investment Associate (Fresh Graduate)