Client Associate Consultant

2 weeks ago

Central Region, Singapore ACE Ascentia Pte Ltd Full time $60,000 - $80,000 per year

Job Responsibilities:

  • Provide comprehensive support to clients in their financial planning and investment management needs.
  • Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating communication.
  • Collaborate with senior consultants to analyze clients' financial situations and develop personalized strategies to achieve their client's goals.
  • Assist in conducting portfolio reviews, investment analyses, and risk assessments for clients.
  • Prepare financial reports, investment proposals, and presentations for client meetings.
  • Monitor market trends, economic indicators, and investment opportunities to provide timely insights to clients.
  • Maintain accurate records of client interactions, transactions, and portfolio updates.

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. Strong understanding of financial products, investment strategies, and industry regulations.
  • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
  • Proficiency in financial analysis, including portfolio management and risk assessment.

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