Job Description

About Us


Summit Planner Invictus
Build Client Portfolios | Learn Investments | Mentorship Provided

We are looking for driven individuals who want to build a professional career in the investment and financial services industry. As an Investment Associate, you'll work directly with clients to understand their financial goals, deliver tailored solutions, and manage portfolios — while receiving structured training and mentorship from experienced advisors.

This is a Singapore-based, client-facing role, ideal for fresh graduates and mid-career switchers who want real exposure to the financial sector, not just a desk job.



Key Responsibilities

  • Expand and develop a personal client network through various channels
  • Understand clients' objectives and propose appropriate financial solutions
  • Implement targeted acquisition strategies across different wealth segments
  • Manage client portfolios and update them on ma...

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