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Personal Portfolio Strategist

3 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 emerging trends.
- Cultivating and maintaining strong client connections through effective communication.Staying attuned to financial markets, news and emerging opportunities.

**Requirements**:

- Applicable Singaporeans only
- Polytechnic Diploma/Degree holders in any related field.
- Demonstrated proficiency in strategic roles or similar positions.
- In-depth knowledge of industry dynamics, markets, and regulations.
- Exceptional interpersonal and communication skills.Relevant industry certifications are advantageous.

Job Scope:

- As a Solution Strategist, you’ll play a crucial role in shaping individuals’ success. Your responsibilities include crafting effective strategies, staying informed on industry dynamics, and building lasting client relationships.