Personal Portfolio Strategist

3 days ago


Singapore ACE ASCENTIA PTE. LTD. Full time
Roles & Responsibilities

Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions.


Key Responsibilities:

  • Conducting comprehensive analyses to understand clients’ objectives. Developing and implementing strategic plans to be aligned with client’s goals.
  • Providing expert advice on varied solutions and emerging trends.
  • Cultivating and maintaining strong client connections through effective communication.
  • Staying attuned to financial markets, news and emerging opportunities.


Requirements:

  • Applicable Singaporeans only
  • Polytechnic Diploma/Degree holders in any related field.
  • Demonstrated proficiency in strategic roles or similar positions.
  • In-depth knowledge of industry dynamics, markets, and regulations.
  • Exceptional interpersonal and communication skills.
  • Relevant industry certifications are advantageous.


Job Scope:

  • As a Solution Strategist, you’ll play a crucial role in shaping individuals’ success. Your responsibilities include crafting effective strategies, staying informed on industry dynamics, and building lasting client relationships.
  • Commence your journey toward a fulfilling career by applying now and becoming an integral part of our dedicated team. Your impact on shaping effective solutions starts here.

Tell employers what skills you have

Asset Management
Microsoft Office
Investment Strategies
Microsoft Excel
Construction
Due Diligence
Dynamics
Investments
Risk Management
Strategy
Portfolio Management
Communication Skills
Capital
Team Player
Fixed Income
Equities

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