Personal Portfolio Strategist
This position is no longer accepting applications(closed Jul 23, 2026).
Summary
Advises clients on personalized investment strategies, asset allocation, and portfolio optimization based on financial goals and risk tolerance.
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.