Personal Portfolio Strategist

2 days ago

Singapore ACE ASCENTIA PTE. LTD. Full time

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

Job Responsibilities:

  • Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles.
  • Conduct thorough analyses of clients' financial circumstances, investment preferences, and time horizons.
  • Stay abreast of market trends, economic indicators, and investment opportunities.
  • Provide personalised advice on asset allocation, diversification, and investment selection.
  • Cultivate and maintain strong client relationships, ensuring clear communication and trust.
  • Collaborate with a team of professionals to implement and monitor portfolio strategies.
  • Proactively review and adjust portfolios to optimize performance and align with clients' evolving financial needs.

Requirements:

  • At least 21 years old (regulatory requirement)
  • Full certification in 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. Commitment to integrity, professionalism, and confidentiality in client interactions.

Job Type: Full-time

Pay: $4, $6,500.00 per month

Work Location: In person

  • Personal Portfolio Strategist

    2 weeks ago

    Singapore ACE ASCENTIA PTE. LTD. Full time

    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...

  • Personal Portfolio Strategist

    2 weeks ago

    Singapore ACE ASCENTIA PTE. LTD. Full time

    Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions. Job Responsibilities: - Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles. - Conduct thorough analyses of clients' financial circumstances, investment preferences, and...

  • Personal Portfolio Strategist

    2 weeks ago

    Singapore ACE ASCENTIA PTE. LTD. Full time $400 - $62,500 per year

    Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions.Job Responsibilities:Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles.Conduct thorough analyses of clients' financial circumstances, investment preferences, and time...

  • Personal Portfolio Strategist

    5 days ago

    Singapore ACE ASCENTIA PTE. LTD. Full time

    Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions. Job Responsibilities: Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles. Conduct thorough analyses of clients' financial circumstances, investment preferences, and time...

  • Personal Portfolio Strategist

    2 weeks ago

    Singapore ACE ASCENTIA PTE. LTD. Full time

    Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions. Job Responsibilities: Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles. Conduct thorough analyses of clients' financial circumstances, investment preferences, and...

  • Personal Portfolio Strategist

    4 days ago

    Singapore ACE ASCENTIA PTE. LTD. Full time

    Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions. Job Responsibilities: Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles. Conduct thorough analyses of clients' financial circumstances, investment...

  • Personal Portfolio Strategist

    4 days ago

    Singapore ACE ASCENTIA PTE. LTD. Full time

    Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions. Job Responsibilities: Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles. Conduct thorough analyses of clients' financial circumstances, investment...

  • Portfolio Strategist

    7 days ago

    Singapore beBeeProduct Full time $3,500 - $5,700

    Job TitleAs a Portfolio Strategist, you will be responsible for overseeing assigned product portfolios to achieve strategic targets.

  • Creative Portfolio Strategist

    1 week ago

    Singapore beBeeInvestment Full time $90,000 - $120,000

    Job Title: Creative Portfolio StrategistThis is a challenging role for an experienced investment professional to lead the development of innovative portfolio strategies and deliver insightful guidance.Develop and implement holistic investment plans that elevate client experience through personalized advisory services.Publish and communicate multi-asset views...

  • Portfolio Strategist

    1 week ago

    Singapore beBeeInvestment Full time $80,000 - $120,000

    Portfolio Strategist RoleWe are a family office with a diversified investment portfolio across private equity and cryptocurrency. Our long-term strategy involves expanding into fundamentals-driven public equity investing.