About the Role
We are looking for motivated and analytical
Finance & Investment Associates
to join our growing team.
This is an ideal opportunity for fresh graduates who are interested in
investments, financial markets, wealth management, and financial planning
. You will receive structured training and gain practical exposure to financial products, investment concepts, market analysis, and client engagement.
Key Responsibilities
Conduct research on financial markets, investment products, and economic trends
Assist in analysing equities, funds, bonds, insurance and other financial products
Prepare financial analysis, presentations, and investment-related reports
Support senior consultants in developing financial and investment strategies
Understand clients' financial goals, needs, and risk profiles
Assist with portfolio reviews and financial planning discussions
Monitor market developments and communicate relevant insights to clients
Participate in client meetings, seminars, networking events, and investment briefings
Maintain accurate client and investment records
Continuously develop knowledge of financial markets, investment products, and industry regulations