Consultant Associate - Singapore - Ace Ascentia Pte. Ltd.

Description

Client Associate Consultant

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

. . 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.