Job Description

Company
Wpgroup Pte. Ltd.
manulifefa.com.sg
Designation
Investment Associate
Date Listed
14 Nov 2025
Job Type
Entry Level / Junior Executive
Part/Temp
Job Period
Immediate Start - Flexible End
Profession
Banking / Finance
Industry
Finance
Location Name
Hoe Chiang Road, Keppel South Central, Singapore
Address
10 Hoe Chiang Rd, Keppel South Central, Singapore 089315
Map
Allowance / Remuneration
$3,000 - 6,000 monthly
Company Profile
WPGROUP PTE. LTD.


Management Consultancy of Wealth Pacer Group representing Manulife Financial Advisors.

Investment Associate (Fresh Graduate)

Roles & Responsibilities:


As an Investment Associate (Fresh Graduate) , you will learn to provide professional advice and tailored investment solutions to help clients grow and protect their wealth. You will analyse client portfolios, understand their financial goals and risk appetite, and recommend suitable products and strategies in line with market trends and regulatory guidelines. Students in year 3 are welcome.



Key Responsibilities:

Learn to build and manage a portfolio of clients, both individual and corporate. Assess clients' financial needs, goals, and risk tolerance through consultations and fact-finding. 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.

Application Instructions
Please apply for this position by submitting your CV using InternSG.

Kindly note that only shortlisted candidates will be notified.