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Asset Management Consultant

Asset Management Consultant

ACE ASCENTIA PTE. LTD.Singapore
30+ days ago
Job description

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 :

  • 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.

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