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kaptivate llp

Alexandra Road, Singapore / Global

Relationship Management Associate (Wealth Management)

  • $7000-$10000

Job Summary

Salary Range:
$7000-$10000
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Job Description

Relationship Management Associate Build Connections. Develop Your Skills. Grow Your Career. Enjoy meeting new people and building meaningful connections

We're looking for motivated individuals to join us as a Relationship Management Associate . This opportunity is ideal for students, fresh graduates, and early-career individuals who want to gain practical experience in client relations, financial services, and business development.

No prior experience That's okay - training and mentorship will be provided to help you get started.

What You'll Be Doing Build and maintain positive relationships with clients

Understand clients' needs, priorities, and financial goals

Support clients in exploring suitable financial planning solutions

Conduct regular follow-ups and maintain ongoing client relationships

Assist with client portfolio reviews and planning discussions

Develop networking and relationship-building skills

Gain exposure to financial planning, wealth management, and protection

Participate in training, workshops, and team development activities

What You Can Look Forward To Structured training and onboarding

Guidance and mentorship from experienced professionals

Flexible working arrangements

Hands-on client-facing experience

Performance-based remuneration and incentives

Professional networking opportunities

Personal and professional development

Career progression opportunities

Exposure to future leadership and management roles

Who We're Looking For Students, fresh graduates, and early-career individuals are welcome

Diploma or Degree students / graduates

Singapore Citizens or Permanent Residents

Friendly and comfortable communicating with different people

Strong interpersonal and relationship-building skills

Proactive and willing to learn

Self-motivated and responsible

Able to work both independently and within a team

No prior financial services experience required

What You'll Develop Client relationship management

Communication & presentation skills

Financial planning knowledge

Business development

Networking & interpersonal skills

Problem-solving

Professional confidence

Leadership capabilities

People Skills Can Take You Further Than You Think. If you're someone who enjoys connecting with people, learning new skills, and challenging yourself , this could be a great opportunity to gain valuable experience and build your career.

Students and fresh graduates are encouraged to apply.

Apply today and let's have a conversation about where this opportunity could take you.

Apply Now

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