Personal Portfolio Strategist

1 week ago

Central Region, Singapore ACE Ascentia Pte Ltd Full time $80,000 - $120,000 per year

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.

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