Personal Portfolio Strategist

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.