Asset Management Consultant

ACE ASCENTIA PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading investment firm in Singapore seeks a Financial Advisor to develop customized investment strategies for clients. The ideal candidate will have at least a diploma or degree and proven experience in strategic consulting. Strong interpersonal and communication skills, along with knowledge of financial industry dynamics are essential. This role involves close collaboration with clients to assess their goals and provide ongoing guidance tailored to their needs.

Qualifications

• Proven experience in strategic consulting or similar roles.
• Strong interpersonal and communication skills.
• In-depth knowledge of financial industry dynamics and regulations.

Responsibilities

• Develop customized investment strategies for clients.
• Conduct assessments of clients' investment objectives.
• Monitor clients' investment portfolios and provide ongoing guidance.

Skills

Investment strategy development

Client relationship management

Market analysis

Communication skills

Education

GCE 'A' Levels / Polytechnic Diploma/Degree

Job description

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

• 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.