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.
