Personal Portfolio Strategist

4 days ago

Singapur, Singapore ACE ASCENTIA PTE. LTD. Full time

Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions.

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:

  • Singaporean or PR only
  • 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.
#J-18808-Ljbffr

  • Assoc/AVP, Quantitative Strategist

    4 days ago

    Singapur, Singapore GIC Full time

    Join to apply for the Assoc/AVP, Quantitative Strategist (Volatility & Portfolio Construction), Total Portfolio Solutions role at GIC 2 days ago Be among the first 25 applicants Join to apply for the Assoc/AVP, Quantitative Strategist (Volatility & Portfolio Construction), Total Portfolio Solutions role at GIC Get AI-powered advice on this job and more...

  • Assoc/AVP, Quantitative Strategist

    4 days ago

    Singapur, Singapore GIC Full time

    Join to apply for the Assoc/AVP, Quantitative Strategist (AI/ML & Equities), Total Portfolio Solutions role at GIC 2 days ago Be among the first 25 applicants Join to apply for the Assoc/AVP, Quantitative Strategist (AI/ML & Equities), Total Portfolio Solutions role at GIC Get AI-powered advice on this job and more exclusive features. GIC is one of the...

  • Options Quantitative Strategist

    4 days ago

    Singapur, Singapore Virtu Financial Full time

    Join to apply for the Options Quantitative Strategist role at Virtu Financial 3 days ago Be among the first 25 applicants Join to apply for the Options Quantitative Strategist role at Virtu Financial Virtu is a leading financial firm that leverages cutting edge technology to deliver liquidity to the global markets and innovative, transparent trading...

  • VP, Macro Strategist, Economics

    4 days ago

    Singapur, Singapore GIC Full time

    VP, Macro Strategist, Economics & Investment Strategy Join to apply for the VP, Macro Strategist, Economics & Investment Strategy role at GIC. Overview GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices worldwide, we invest in more than 40 countries across asset classes and businesses. Working at GIC...

  • Assoc/AVP, Quantitative Strategist

    4 days ago

    Singapur, Singapore GIC Private Limited Full time

    Location: Singapore, SG Job Type: Permanent GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of the world’s industry leaders. As a leading...

  • Journey Strategist

    4 days ago

    Singapur, Singapore UBS Full time

    Join to apply for the Journey Strategist role at UBS Join to apply for the Journey Strategist role at UBS Get AI-powered advice on this job and more exclusive features. Lead the end-to-end design and continuous improvement of client journeys, ensuring alignment with business goals and regulatory requirements. Translate strategic objectives into...

  • AVP/VP, Quantitative Strategist, Equities

    4 days ago

    Singapur, Singapore GIC Full time

    Overview AVP/VP, Quantitative Strategist, Equities – GIC. GIC is one of the world’s largest sovereign wealth funds with over 2,000 employees across 11 offices. We invest in more than 40 countries globally across asset classes and businesses. As a leading global long-term investor, we work at the point of impact for Singapore’s financial future and the...

  • Creative Strategist

    4 days ago

    Singapur, Singapore Meta Full time

    Join to apply for the Creative Strategist role at Meta Join to apply for the Creative Strategist role at Meta Get AI-powered advice on this job and more exclusive features. Are you ready to be at the forefront of the creative revolution? As a Creative Strategist, you'll have the opportunity to harness the power of AI to transform the way we approach...

  • Assoc/AVP, Quantitative Strat

    4 days ago

    Singapur, Singapore GIC Full time

    Overview Assoc/AVP, Quantitative Strat (Portfolio Optimisation & Implementation), Total Portfolio Solutions role at GIC . GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you...

  • VP, Macro Strategist, Economics

    4 days ago

    Singapur, Singapore GIC Private Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert VP, Macro Strategist, Economics & Investment Strategy Location:Singapore, SG Job Function: Economics & Investment Strategy Job Type: Permanent GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 offices around...