to join our team. This is an excellent opportunity for fresh graduates or individuals looking to build a career in investment and portfolio management. You will be trained to manage client portfolios, analyze markets, and provide strategic insights while gaining hands-on experience in the financial services industry.
Key Responsibilities
Portfolio Support & Management
Assist in managing and monitoring client investment portfolios
Conduct basic financial research and support senior team members in analysis
Learn to develop and implement investment strategies across different asset classes
Prepare portfolio performance summaries and client reports
Client Engagement
Support relationship management by handling client inquiries and updates
Build trust with clients by understanding their financial goals and assisting with tailored solutions
Participate in client meetings and presentations alongside senior managers
Compliance & Development
Ensure investment activities comply with company guidelines and industry regulations
Maintain accurate records and reporting within company systems
Continuously develop knowledge of financial markets, products, and investment strategies through training and mentorship
Requirements
Diploma/Bachelor's in Finance, Economics, Business, or related field (fresh graduates welcome)
Strong interest in financial markets, investments, and portfolio management
Good analytical, numerical, and problem-solving skills
Strong communication and interpersonal skills
Self-motivated, eager to learn, and able to handle multiple priorities effectively
What We Offer
Competitive base salary + performance-based incentives
Comprehensive training and mentorship program
Supportive and collaborative team environment
Professional development and career progression opportunities (e.g., CFA sponsorship)
Exposure to diverse investment strategies and client portfolios
Schedule:
Monday to Friday
Benefits:
Employee discount, Flexible schedule, Health insurance, Professional development, Work from home
Location:
1 Maritime Square, #10-54, Harbourfront Centre, Singapore 099253