- Singapore
STAFFELLA RECRUITMENT AGENCY Hiring! Full Time Investment Associate (bank) in , Earn up to SGD 10,000 - Ricebowl
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Job Description
Responsibilities
The client offer a comprehensive suite of financial and investment solutions, backed by over 150 years of global banking excellence. Our strength for financial backbone, international network, and trusted client relationships.
We are driven by a team of passionate professionals who go beyond financial returns — delivering impactful investments and meaningful client outcomes. If you are an energetic, high-calibre individual with a drive to succeed in investments and business development, we want to meet you.
Key Responsibilities
1. Business Development
Conduct financial needs analysis and provide strategic recommendations aligned to clients’ objectives.
Offer tailored financial products and investment solutions, including funds and insurance-linked investments.
Develop and execute client acquisition strategies to grow market presence.
Support clients with fund-related transactions and portfolio structuring.
2. Client Relationship Management
Build and nurture long-term relationships with both new and existing clients.
Deliver excellent after-sales support to ensure ongoing client satisfaction.
Conduct regular portfolio reviews to adapt to clients’ evolving financial goals.
Maintain accurate records of client engagements in accordance with company policies.
3. Compliance & Professional Standards
Stay updated on market trends, product developments, and regulatory changes.
Ensure all client interactions meet compliance requirements and uphold HSBC’s professional standards.
4. Professional Growth & Training
Attend monthly training sessions conducted by leading Fund Houses.
Fast-track progression to senior manager and leadership roles.
Requirements
Fresh graduates and career switchers are encouraged to apply.
No prior sales or investment experience required — training will be provided.
Minimum: GCE “A” Levels / Polytechnic Diploma / Degree (local or private).
We regret that only shortlisted candidates will be notified!
Our expertise lies in identifying driven, adaptable individuals who are eager to grow and thrive in dynamic roles. Through personalized recruitment strategies, in-depth industry knowledge, and a strong professional network, we connect businesses with the right talent to build high-performing teams while helping candidates discover meaningful and fulfilling career opportunities.
We are driven by a team of passionate professionals who go beyond financial returns — delivering impactful investments and meaningful client outcomes. If you are an energetic, high-calibre individual with a drive to succeed in investments and business development, we want to meet you.
Key Responsibilities
1. Business Development
Conduct financial needs analysis and provide strategic recommendations aligned to clients’ objectives.
Offer tailored financial products and investment solutions, including funds and insurance-linked investments.
Develop and execute client acquisition strategies to grow market presence.
Support clients with fund-related transactions and portfolio structuring.
2. Client Relationship Management
Build and nurture long-term relationships with both new and existing clients.
Deliver excellent after-sales support to ensure ongoing client satisfaction.
Conduct regular portfolio reviews to adapt to clients’ evolving financial goals.
Maintain accurate records of client engagements in accordance with company policies.
3. Compliance & Professional Standards
Stay updated on market trends, product developments, and regulatory changes.
Ensure all client interactions meet compliance requirements and uphold HSBC’s professional standards.
4. Professional Growth & Training
Attend monthly training sessions conducted by leading Fund Houses.
Fast-track progression to senior manager and leadership roles.
Requirements
Fresh graduates and career switchers are encouraged to apply.
No prior sales or investment experience required — training will be provided.
Minimum: GCE “A” Levels / Polytechnic Diploma / Degree (local or private).
We regret that only shortlisted candidates will be notified!
Our expertise lies in identifying driven, adaptable individuals who are eager to grow and thrive in dynamic roles. Through personalized recruitment strategies, in-depth industry knowledge, and a strong professional network, we connect businesses with the right talent to build high-performing teams while helping candidates discover meaningful and fulfilling career opportunities.
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