Wealth Creation Specialist

2 weeks ago

Singapore beBeeInvestment Full time
Job Title:
Financial Strategist
As a Financial Strategist, you will play a pivotal role in creating and implementing comprehensive investment plans that cater to the unique needs and objectives of our clients.
Key Responsibilities:
  • Conduct thorough financial analyses to assess clients' risk tolerance, financial situation, and investment goals.
  • Develop and execute personalized investment strategies that align with clients' objectives and market conditions.
  • Stay abreast of market trends, economic indicators, and investment opportunities to provide informed recommendations.
  • Execute trades and manage investment portfolios in alignment with clients' objectives and market conditions.
  • Provide ongoing portfolio reviews and performance reports to clients, ensuring transparency and effective communication.
Requirements:

To succeed as a Financial Strategist, you will need:

  • Bachelor's degree in Finance, Economics, or related field. Advanced degrees and certifications are a plus.
  • Proven experience as a Financial Strategist or similar role in the financial industry.
  • In-depth knowledge of financial markets, investment products, and portfolio management.
  • Strong analytical and problem-solving skills with attention to detail.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Familiarity with regulatory requirements and compliance standards.
  • Proficient in relevant software and tools for financial analysis and portfolio management.
  • Requires a minimum of 10 years of experience in the wealth management industry.
  • Good communication and organization skills, with the ability to interact with senior stakeholders.
  • Must have passed both CACS Paper 1 & Paper 2 examinations.
Skills and Qualifications:

Wealth Management, Investment Strategies, Asset Allocation, Investments, Wealth Accumulation, Adaptability, Compliance, Pressure, Life Insurance, Bonds, Capital, Financial Services, Equities

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