Investment Associate Manager

Job Title: Investment Associate Manager
(Ref: AD1108)

As part of one of the world’s largest banking and financial services organisations, the company is committed to delivering innovative, client-focused financial solutions. We place strong emphasis on service excellence, sustainability, and long-term client relationships.

Role Overview

We are looking for an Investment Associate Manager to join our Wealth and Personal division. This is a full-time, office-based role focused on supporting and managing client investment portfolios, providing strategic recommendations, and contributing to the growth of company's wealth management business.

Key Responsibilities

• Assist in the management and servicing of client investment portfolios.
• Conduct regular reviews and provide tailored investment recommendations aligned with clients’ financial goals.
• Work closely with Senior Managers to support high-net-worth clients with advisory and portfolio services.
• Prepare financial analysis reports and monitor market trends to identify opportunities and risks.
• Coordinate with internal stakeholders to ensure timely execution of investment strategies and client requests.
• Participate in regular investment meetings and training sessions with fund managers and product teams.
• Ensure compliance with regulatory requirements and internal policies.

Qualifications & Requirements

• A recognised Local Polytechnic Diploma or University Degree in Finance, Economics, Business, or a related field.
• Strong communication and interpersonal skills.
• Detail-oriented with good analytical and organisational abilities.
• A team player with a professional, client-focused mindset.
• Open to entry-level applicants and mid-career switchers with a strong interest in investment management.

What We Offer

• Base Salary : $5,000 to $10,000 (based on experience)
• Performance Bonus : Quarterly bonus with Commission
• Working Hours : Structured and flexible schedule within a professional team setting
• Training : Comprehensive training and mentorship provided by senior leaders
• Career Development : Clear progression path within the organisation