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Investment Advisor

2 months ago

Singapore TALENT SOLUTIONS Full time
Job Title: Client Sales Associate

At Talent Solutions, we are seeking a highly skilled Client Sales Associate to join our team. As a Client Sales Associate, you will be responsible for providing exceptional client service and developing strong relationships with our clients.

Key Responsibilities:
  • Client Engagement and Needs Assessment:
    Conduct thorough consultations with clients to understand their financial goals, risk tolerance, and investment preferences.
    Evaluate clients' current financial positions and investment portfolios to identify opportunities for growth and optimization.
  • Investment Strategy Development:
    Develop personalized investment strategies aligned with clients' objectives, leveraging a wide range of investment products and services.
    Recommend suitable investment solutions based on rigorous analysis of market conditions, economic trends, and client-specific needs.
  • Portfolio Management and Optimization:
    Implement and actively manage clients' investment portfolios to ensure alignment with their risk profiles, investment goals, and market opportunities.
    Monitor portfolio performance closely, conducting regular reviews and making adjustments as necessary to optimize returns and mitigate risks.
  • Client Relationship Management:
    Build and maintain strong client relationships through proactive communication, regular portfolio reviews, and responsive service.
    Educate clients on investment principles, market trends, and investment products to empower informed decision-making and build trust.
Qualifications and Skills:
  • Recognized diploma or bachelor's degree in finance, economics, business, or a related field (preferred), finance-relevant professional certifications are advantageous
    Strong understanding of financial markets, investment products, and regulatory requirements.
  • Excellent interpersonal skills and ability to communicate complex financial concepts effectively.
Career Development:
  • Opportunity for career advancement within Talent Solutions, with potential roles in senior advisory positions, wealth management, or specialized investment areas.
    Continued professional development through Talent Solutions' training programs, industry certifications, and participation in conferences and seminars.