kaptivate llp
Alexandra Road, Singapore / Global
Relationship Management Associate (Wealth Management)
- $7000-$10000
Alexandra Road, Singapore / Global
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.
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