Portfolio Optimization Specialist

1 week ago

Singapore beBeeStrategist Full time

Job Description:

A Personal Portfolio Strategist is responsible for guiding clients towards effective financial solutions through strategic thinking. This involves developing tailored portfolio strategies that align with individual clients' investment objectives and risk profiles.

Key Responsibilities:

  • Develop comprehensive portfolio strategies to meet the unique needs of each client.
  • Conduct thorough analyses of clients' financial circumstances, investment preferences, and time horizons.
  • Stay abreast of market trends, economic indicators, and investment opportunities.
  • Provide personalized advice on asset allocation, diversification, and investment selection.
  • Cultivate and maintain strong client relationships built on 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:

  • Be a Singaporean or PR holder.
  • At least 21 years old (regulatory requirement).
  • Hold full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications).
  • Have proven experience in strategic consulting or similar roles.
  • Have in-depth knowledge of financial industry dynamics, markets, and regulations.
  • Possess strong interpersonal and communication skills.
  • Relevant industry certifications are advantageous.
  • Commitment to integrity, professionalism, and confidentiality in client interactions.

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