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Finance Management Associate

External
KAPTIVATE LLP logoKaptivate · Aia Alexandra, Singapore
S$60K–S$96K/yrFull-timeUnknown1d ago
Risk Management
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About the role

Are you looking for a career with unlimited growth potential, mentorship, and the opportunity to make a meaningful impact on people's lives? We're seeking ambitious individuals to join our team as Finance Management Associates. Whether you're a fresh graduate or exploring a career switch, you'll receive structured training, one-on-one mentorship, and the opportunity to build expertise in financial planning, wealth management, and client relationship management. This is more than just a job - it's an opportunity to build a rewarding long-term career while helping individuals and families achieve financial confidence.

Responsibilities

  • Meet with clients to understand their financial goals and priorities.
  • Develop personalized financial and wealth management strategies.
  • Provide guidance on protection, savings, retirement, and investment planning.
  • Build and maintain long-term client relationships through ongoing reviews.
  • Keep up to date with market trends and industry developments.
  • Participate in structured training, coaching, and professional development programmes.
  • Collaborate with experienced mentors and team members to deliver exceptional client experiences.
  • Contribute to business development and expand your professional network.

Requirements

  • Singapore Citizen or Permanent Resident preferred.
  • Diploma or Degree from a recognized institution.
  • Strong communication and interpersonal skills.
  • Self-motivated with a growth mindset and willingness to learn.
  • Positive attitude, integrity, and professionalism.
  • No prior financial services experience required - comprehensive training will be provided.

Benefits

Structured mentorship and career development pathway.Flexible work arrangements and autonomy over your schedule.Performance-based remuneration with uncapped earning potential.Opportunities for leadership and specialization.Supportive team culture focused on continuous learning and growth.Access to proven systems, technology, and marketing resources to help you succeed.Who Will Thrive HereFresh graduates seeking accelerated career growth.Mid-career professionals looking for a meaningful and entrepreneurial opportunity.Individuals who enjoy helping others while building their own business and personal brand.Motivated self-starters who are willing to learn and take ownership of their success.

Additional Information

Finance Management Associate

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