Investment Management Associate

About the Company

Alpha Wealth Financial Advisers is an independently owned financial advisory firm that stands at the forefront of modern financial services. We specialize in investment management and asset management, and our core belief is in building personal, long-term relationships with clients. We take pride in tailoring unique financial solutions to meet the specific needs of each individual, ensuring that their financial objectives are met with professionalism and care.

As a leading firm in the financial services industry, we offer a dynamic, innovative work environment, and we are committed to delivering best-in-class advice to our clients. We are currently seeking an Investment Management Associate to join our growing team and contribute to our mission of helping clients achieve financial success.

About the Role

The Investment Management Associate will play a pivotal role in helping clients achieve their financial objectives through in-depth analysis, tailored investment strategies, and ongoing portfolio management. You will work closely with clients to develop and execute holistic financial plans while continually adjusting strategies to ensure they remain on track to meet their goals.

Key Responsibilities:

• Client Financial Analysis & Strategy Development: Help clients reach their financial goals by conducting in-depth financial analysis and developing customized investment strategies.
• Holistic Financial Planning: Curate, develop, and execute personalized strategies that encompass a comprehensive financial plan for each client.
• Ongoing Investment Monitoring: Regularly monitor and review client portfolios, making adjustments to ensure clients remain on track to meet their financial objectives.
• Portfolio Adjustments: Adapt investment portfolios to withstand market fluctuations, ensuring clients' financial goals are met through changing market conditions.

Exact Roles and Responsibilities:

• Business Development & Onboarding: Prospect and onboard new investors, building lasting relationships and guiding them through their financial journey.
• Advisory Meetings: Conduct meetings with clients to evaluate and assess their financial portfolios, making recommendations for improvements and adjustments.
• Portfolio Management: Manage a diverse range of investment products, including unit trusts, ETFs, and various investment-linked policies.
• Client Relationship Management: Maintain and foster strong, ongoing relationships with clients, providing exceptional service and advice tailored to their unique needs.

Training & Guidance

• Intensive 3-Month Training Program: Successful applicants will undergo a comprehensive, hands-on training program designed to equip them with the expertise, knowledge, and skillset to offer top-tier investment advice.
• Client Interaction & Onboarding: Gain the interpersonal skills necessary to effectively manage clients, understand their needs, and onboard them as valued clients of Alpha Wealth.

Who We Are Looking For:

• Ambitious Fresh Graduates: We are looking for highly motivated and career-driven fresh graduates with a keen interest in finance. If you're passionate about starting your career in investment management, we want to hear from you!
• Mid-Career Switch Candidates: If you're transitioning into the finance industry and looking for a long-term career that offers both professional growth and the opportunity to manage your own variable remuneration for financial independence, this is the right opportunity for you.

Regulatory Requirements:

• Must be 21 years old and above (as per MAS regulations).
• Open to Singapore Citizens and PRs.
• Must have a Diploma or Degree, preferably in Business, Banking & Finance, Accounting, or Engineering.

Why Join Us?

• Career Growth: Receive intensive training and continuous professional development to ensure you excel in the investment management field.
• Client Impact: Have a direct influence on clients' financial success and security by delivering tailored, strategic advice.
• Dynamic Environment: Be part of a supportive, growth-driven company where your input and success are valued.

Job Types: Full-time, Contract, Fresh graduate
Contract length: 12 months

Pay: $4,000.00 - $6,000.00 per month

Benefits:

• Flexible schedule
• Professional development

Schedule:

• Monday to Friday

Supplemental Pay:

• Commission pay
• Performance bonus

Work Location: In person

About the Company

Alpha Wealth Financial Advisers is an independently owned financial advisory firm that stands at the forefront of modern financial services. We specialize in investment management and asset management, and our core belief is in building personal, long-term relationships with clients. We take pride in tailoring unique financial solutions to meet the specific needs of each individual, ensuring that their financial objectives are met with professionalism and care.

As a leading firm in the financial services industry, we offer a dynamic, innovative work environment, and we are committed to delivering best-in-class advice to our clients. We are currently seeking an Investment Management Associate to join our growing team and contribute to our mission of helping clients achieve financial success.

About the Role

The Investment Management Associate will play a pivotal role in helping clients achieve their financial objectives through in-depth analysis, tailored investment strategies, and ongoing portfolio management. You will work closely with clients to develop and execute holistic financial plans while continually adjusting strategies to ensure they remain on track to meet their goals.

Key Responsibilities:

• Client Financial Analysis & Strategy Development: Help clients reach their financial goals by conducting in-depth financial analysis and developing customized investment strategies.
• Holistic Financial Planning: Curate, develop, and execute personalized strategies that encompass a comprehensive financial plan for each client.
• Ongoing Investment Monitoring: Regularly monitor and review client portfolios, making adjustments to ensure clients remain on track to meet their financial objectives.
• Portfolio Adjustments: Adapt investment portfolios to withstand market fluctuations, ensuring clients' financial goals are met through changing market conditions.

Exact Roles and Responsibilities:

• Business Development & Onboarding: Prospect and onboard new investors, building lasting relationships and guiding them through their financial journey.
• Advisory Meetings: Conduct meetings with clients to evaluate and assess their financial portfolios, making recommendations for improvements and adjustments.
• Portfolio Management: Manage a diverse range of investment products, including unit trusts, ETFs, and various investment-linked policies.
• Client Relationship Management: Maintain and foster strong, ongoing relationships with clients, providing exceptional service and advice tailored to their unique needs.

Training & Guidance

• Intensive 3-Month Training Program: Successful applicants will undergo a comprehensive, hands-on training program designed to equip them with the expertise, knowledge, and skillset to offer top-tier investment advice.
• Client Interaction & Onboarding: Gain the interpersonal skills necessary to effectively manage clients, understand their needs, and onboard them as valued clients of Alpha Wealth.

Who We Are Looking For:

• Ambitious Fresh Graduates: We are looking for highly motivated and career-driven fresh graduates with a keen interest in finance. If you're passionate about starting your career in investment management, we want to hear from you!
• Mid-Career Switch Candidates: If you're transitioning into the finance industry and looking for a long-term career that offers both professional growth and the opportunity to manage your own variable remuneration for financial independence, this is the right opportunity for you.

Regulatory Requirements:

• Must be 21 years old and above (as per MAS regulations).
• Open to Singapore Citizens and PRs.
• Must have a Diploma or Degree, preferably in Business, Banking & Finance, Accounting, or Engineering.

Why Join Us?

• Career Growth: Receive intensive training and continuous professional development to ensure you excel in the investment management field.
• Client Impact: Have a direct influence on clients' financial success and security by delivering tailored, strategic advice.
• Dynamic Environment: Be part of a supportive, growth-driven company where your input and success are valued.

Job Types: Full-time, Contract, Fresh graduate
Contract length: 12 months

Pay: $4,000.00 - $6,000.00 per month

Benefits:

• Flexible schedule
• Professional development

Schedule:

• Monday to Friday

Supplemental Pay:

• Commission pay
• Performance bonus

Work Location: In person