Strategic Investment Advisor

2 weeks ago


Singapore beBeePortfolio Full time $80,000 - $120,000
Job Title: Portfolio Strategist

As a seasoned Portfolio Strategist, you will be responsible for crafting tailored investment plans that align with clients' unique objectives and risk profiles.

Key Responsibilities:
  • Develop comprehensive portfolio strategies to meet the diverse needs of each client.
  • Conduct thorough financial analyses and assess clients' investment preferences, time horizons, and risk tolerance.
  • Stay abreast of market trends, economic indicators, and investment opportunities to inform strategic decisions.
  • Provide expert guidance on asset allocation, diversification, and investment selection.
  • Cultivate strong relationships with clients built on clear communication, trust, and empathy.
  • Collaborate with cross-functional teams to implement and monitor portfolio strategies.
  • Proactively review and adjust portfolios to optimize performance and ensure alignment with clients' evolving financial goals.
Requirements:
  • Be a Singaporean or PR holder.
  • Hold full certification in GCE 'A' Levels/Polytechnic Diploma/Degree holders (Local Certifications).
  • Have proven experience in strategic consulting or similar roles.
  • Possess in-depth knowledge of the financial industry, markets, and regulations.
  • Demonstrate strong interpersonal and communication skills.
  • Relevant industry certifications are advantageous.
  • Commitment to integrity, professionalism, and confidentiality in client interactions.

Join our team of experienced professionals who share your passion for delivering exceptional results and building long-lasting relationships with clients.



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