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Asset Management Consultant - D01 Cecil, Marina, People’s Park, Raffles Place, SG
ACE ASCENTIA PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG10 days ago
Job descriptionSingaporean 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.
Roles & Responsibilities
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 :
Tell employers what skills you have
Wealth Management
Microsoft PowerPoint
Microsoft Office
Investment Strategies
Microsoft Excel
Asset Allocation
Analytical Skills
Financial Planning
Investments
Risk Management
Administration
Needs Analysis
Attention to Detail
Financial Analysis
Communication Skills
Budgeting
Financial Advisory
Corporate Finance
Financial Services
Financial Reporting
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Consultant D01 Cecil • D01 Cecil, Marina, People’s Park, Raffles Place, SG