Job description for Investment Relationship Associate at Infinium Recruitment
We are looking for driven and people-oriented individuals to join us as Investment Relationship Associate.
In this role, you will work directly with clients to understand their financial goals and introduce investment solutions suited to their needs. You'll develop your knowledge of financial markets and investment products while building your own client portfolio and long-term professional relationships.
Whether you're starting your career or looking to move into the financial services industry, you'll receive structured training and ongoing exposure to established fund houses as you develop in the role.
What You'll Be Doing
- Build and grow relationships with new and existing clients
- Understand clients' financial goals, needs and investment preferences
- Recommend suitable investment solutions based on individual client objectives
- Develop and manage your own portfolio of clients
- Keep clients updated on market developments and portfolio performance
- Grow your client base through networking, referrals and outreach
- Conduct investment research, analysis and relevant documentation
- Participate in client seminars, investment events and engagement activities
- Attend regular investment training conducted by established fund houses
What You Can Look Forward To
- Uncapped earning potential with commissions and quarterly bonuses
- Structured training and career development
- Monthly investment training by established fund houses
- Clear career progression opportunities
- Monday to Friday, 10AM–7PM
