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Client Associate Consultant

Client Associate Consultant

ACE ASCENTIA PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG
3 days ago
Job description

Roles & Responsibilities

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.

    • Tell employers what skills you have

    Wealth Management

    Management Consulting

    Strategic Consulting

    Investment Strategies

    Reserves

    Risk Assessment

    Assessing

    Dynamics

    Financial Planning

    Interpersonal Skills

    Investment Management

    Portfolio Management

    Financial Analysis

    Communication Skills

    Consulting

    Human Capital

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    Associate Consultant • D01 Cecil, Marina, People’s Park, Raffles Place, SG