Financial Portfolio Strategist
4 days ago
We are seeking an experienced Financial Portfolio Strategist to join our team at WHITE SOCIETY PTE. LTD.
About the RoleThe successful candidate will be responsible for conducting in-depth analysis of investment portfolios, assessing performance metrics and risk factors.
You will utilize financial techniques to evaluate potential investment opportunities, stay abreast of financial market trends, economic indicators, and industry developments.
Analyze market data to provide insights into investment strategies and potential risks, collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.
Provide regular updates on portfolio performance and recommend adjustments based on client objectives.
Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.
Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.
Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.
Prepare comprehensive reports outlining investment recommendations and associated risks.
Ensure compliance with relevant financial regulations and internal policies.
Stay informed about changes in regulatory requirements and industry best practices.
Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.
Analyze performance metrics and make recommendations for optimizing portfolio performance.
Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.
Leverage financial software and tools for data analysis, risk assessment, and portfolio management.
Stay current on advancements in financial technology to enhance operational efficiency.
Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.
Pursue relevant certifications to enhance knowledge and credibility in the field.
RequirementsTo be successful in this role, you will require:
- Bachelor's degree, Local Diploma, A Levels
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
This role offers a competitive salary range of SGD 80,000 - SGD 120,000 per annum, depending on experience.
BenefitsWe offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
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