Client Associate Consultant

ACE ASCENTIA PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial consulting firm in Singapore seeks a qualified consultant to support clients in financial planning and investment management. The ideal candidate should possess strong financial analysis skills, proven strategic consulting experience, and excellent communication abilities. This role offers an opportunity to work closely with clients, developing personalized investment strategies and maintaining client relations.

Qualifications

• Proven experience in strategic consulting or similar roles.
• In-depth knowledge of financial industry dynamics, markets, and regulations.
• Relevant industry certifications are advantageous.

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 and resolving issues.
• Collaborate with senior consultants to analyze clients' financial situations.

Skills

Financial analysis

Client relationship management

Investment strategies knowledge

Communication skills

Education

Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree

Job description

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.