Personal Portfolio Strategist

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

Job summary

A prominent financial advisory firm in Singapore is seeking a Personal Portfolio Strategist to guide clients towards effective financial solutions. The ideal candidate will develop tailored portfolio strategies, conduct thorough analyses, and maintain strong client relationships. Candidates should have relevant educational qualifications and proven experience in strategic consulting. A commitment to integrity and professionalism is essential in client interactions.

Qualifications

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

Responsibilities

• Develop tailored portfolio strategies aligned with individual clients' investment objectives.
• Conduct thorough analyses of clients' financial circumstances and preferences.
• Stay abreast of market trends and economic indicators.
• Provide personalised advice on asset allocation and investment selection.
• Cultivate and maintain strong client relationships.
• Collaborate with a team to implement and monitor portfolio strategies.
• Proactively review and adjust portfolios to optimize performance.

Skills

Strategic consulting

Financial analysis

Interpersonal skills

Communication skills

Education

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

Job description

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.