Client Associate Consultant

4 weeks ago


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

Client Associate Consultant

Job Responsibilities:

* Provide comprehensive support to clients in their financial planning and investment management needs.

* Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating communication.

* Collaborate with senior consultants to analyze clients' financial situations and develop personalized strategies to achieve their client’s goals.

* Assist in conducting portfolio reviews, investment analyses, and risk assessments for clients.

* Prepare financial reports, investment proposals, and presentations for client meetings.

* Monitor market trends, economic indicators, and investment opportunities to provide timely insights to clients.

* Maintain accurate records of client interactions, transactions, and portfolio updates.

Requirements:

* Singaporean or PR only

* • At least 21 years old

* • GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)

* • Proven experience in strategic consulting or similar roles.

* • In-depth knowledge of financial industry dynamics, markets, and regulations.

* • Strong interpersonal and communication skills.

* • Relevant industry certifications are advantageous. Strong understanding of financial products, investment strategies, and industry regulations.

* Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.

* Proficiency in financial analysis, including portfolio management and risk assessment.


Tell employers what skills you have

Wealth Management
Management Consulting
Strategic Consulting
Investment Strategies
Reserves
Risk Assessment
Assessing
Dynamics
Financial Planning
Interpersonal Skills
Investments
Relationship Management
Private Banking
Investment Management
Portfolio Management
Financial Analysis
Communication Skills
Consulting
Customer Service
Human Capital

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