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 :
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.
Management Consultant • Singapore