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Associate Director of Sales

Associate Director of Sales

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

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 :

  • 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.
  • Tell employers what skills you have

    Wealth Management

    Strategic Consulting

    Investment Strategies

    Asset Allocation

    Tolerance

    Valuation

    Financial Planning

    Interpersonal Skills

    Investments

    Risk Management

    Needs Analysis

    Communication Skills

    Cash Management

    Financial Services

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

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