Client Associate Consultant

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:

• 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. 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.