Asset Management Consultant

7 days ago

Central Region, Singapore ACE Ascentia Pte Ltd Full time $60,000 - $120,000 per year

Job Responsibilities:

  • Develop customized investment strategies tailored to individual clients' needs and goals.
  • Conduct thorough assessments of clients' investment objectives, risk tolerance, and time horizon.
  • Stay informed about market trends, economic indicators, and investment opportunities.
  • Provide personalized advice on asset allocation, portfolio construction, and investment selection.
  • Build and maintain strong relationships with clients, ensuring clear and transparent communication.
  • Collaborate with a team of professionals to implement tailored investment plans.
  • Monitor clients' investment portfolios and provide ongoing guidance and support.

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.

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