Job Description

Investment Associate (Career Conversion Programme)

Role Overview


Join a dynamic financial institution where integrity, teamwork, and client success define our culture. We’re looking for motivated and proactive individuals to be part of our growing team.


You will play a key role in supporting clients’ financial goals, driving business development, and ensuring service excellence. Whether in a client-facing or support capacity, you’ll contribute to delivering high-quality financial solutions and building long-term trust with our clients.


Key Responsibilities

  • Acquire and manage client relationships through proactive engagement.

  • Conduct portfolio reviews and recommend tailored financial strategies.

  • Leverage automation tools and digital solutions to streamline business development and operational workflow

  • Provide timely and accurate support for daily operations and documentation.<...

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