Investment trainee (Fresh Graduate) - #1171620

About the Role

We are looking for motivated and analytical Finance & Investment Associates to join our growing team.

This is an ideal opportunity for fresh graduates who are interested in investments, financial markets, wealth management, and financial planning. You will receive structured training and gain practical exposure to financial products, investment concepts, market analysis, and client engagement.

Key Responsibilities

• Conduct research on financial markets, investment products, and economic trends
• Assist in analysing equities, funds, bonds, insurance and other financial products
• Prepare financial analysis, presentations, and investment-related reports
• Support senior consultants in developing financial and investment strategies
• Understand clients' financial goals, needs, and risk profiles
• Assist with portfolio reviews and financial planning discussions
• Monitor market developments and communicate relevant insights to clients
• Participate in client meetings, seminars, networking events, and investment briefings
• Maintain accurate client and investment records
• Continuously develop knowledge of financial markets, investment products, and industry regulations