- Bukit Merah Central Region (Singapore) Singapore
Kaptivate Hiring! Full Time Financial Solution Associate in Central Region (Singapore), Earn up to SGD 9,000 - Ricebowl
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Job Description
Responsibilities
Financial Solutions Associate
Start Your Career in Financial Services
Looking for a career that combines
finance, business and people
?
We are seeking a motivated
Financial Solutions Associate
to join our team. This is an excellent opportunity for fresh graduates and early-career candidates looking to gain practical exposure to the financial-services industry.
You’ll receive training while developing valuable skills in financial solutions, client management and business development.
What You’ll Be Doing
Engage with clients to understand their financial needs and objectives
Support financial needs analysis and planning discussions
Introduce relevant financial products and solutions
Assist with client onboarding, documentation and follow-ups
Build and maintain positive client relationships
Support ongoing client reviews and servicing
Participate in business development and client engagement initiatives
Attend structured training and professional development sessions
Keep updated on financial products and industry developments
Who Should Apply?
Who Should Apply?
Fresh graduates and entry-level candidates are welcome
Diploma or Degree holders
Strong communication and interpersonal skills
Confident and comfortable engaging with people
Interested in finance, wealth management, investments, or financial planning
Motivated, proactive, and eager to learn
Goal-oriented with a positive attitude
Able to work independently and as part of a team
Good relationship-building and networking skills
No prior financial experience required —
training will be provided
Why Join Us?
You'll receive structured training and mentorship while gaining practical exposure to financial planning, client servicing, wealth solutions and business development.
Your finance career has to start somewhere. Make this your first step.
Start Your Career in Financial Services
Looking for a career that combines
finance, business and people
?
We are seeking a motivated
Financial Solutions Associate
to join our team. This is an excellent opportunity for fresh graduates and early-career candidates looking to gain practical exposure to the financial-services industry.
You’ll receive training while developing valuable skills in financial solutions, client management and business development.
What You’ll Be Doing
Engage with clients to understand their financial needs and objectives
Support financial needs analysis and planning discussions
Introduce relevant financial products and solutions
Assist with client onboarding, documentation and follow-ups
Build and maintain positive client relationships
Support ongoing client reviews and servicing
Participate in business development and client engagement initiatives
Attend structured training and professional development sessions
Keep updated on financial products and industry developments
Who Should Apply?
Who Should Apply?
Fresh graduates and entry-level candidates are welcome
Diploma or Degree holders
Strong communication and interpersonal skills
Confident and comfortable engaging with people
Interested in finance, wealth management, investments, or financial planning
Motivated, proactive, and eager to learn
Goal-oriented with a positive attitude
Able to work independently and as part of a team
Good relationship-building and networking skills
No prior financial experience required —
training will be provided
Why Join Us?
You'll receive structured training and mentorship while gaining practical exposure to financial planning, client servicing, wealth solutions and business development.
Your finance career has to start somewhere. Make this your first step.
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