Investment Associate (Career Conversion Programme)

Role overview

Join a forward-looking financial services environment where professionalism, collaboration, and client outcomes are at the centre of the culture. This position is suited to motivated people who take initiative and want to contribute to a team that is expanding.

In this role, you will support customers in working toward their financial objectives, help generate new business opportunities, and contribute to a consistently high standard of service. You may work in a client-facing or support-focused capacity, but in both cases your work will help deliver reliable financial solutions and strengthen long-term client relationships.

Key responsibilities

• Build and maintain client relationships through regular outreach and proactive engagement.
• Review portfolios and suggest financial approaches tailored to individual needs.
• Use automation tools and digital solutions to improve business development activities and day-to-day workflows.
• Deliver prompt, accurate assistance with operational tasks and documentation.
• Work closely with internal teams to create a seamless experience for clients.
• Follow compliance requirements and maintain a professional standard in every client interaction.

What the role offers

• Performance-linked incentives that recognise both results and effort.
• Structured training and mentorship to help you grow professionally.
• A team-oriented workplace built on integrity, communication, and continuous development.

Qualifications and additional notes

• A diploma or degree in any field is acceptable.
• Prior exposure to financial services, operations, or client servicing will be viewed favourably.
• CMFAS certifications such as M5, M6, M8, M9, and HI are an advantage.
• At least 2 years of work experience is required.
• Applicants should have strong communication, interpersonal, and problem-solving abilities.
• A proactive attitude and willingness to work well in a team are important.
• Experience with process automation, coding, or AI tools will be considered a bonus.