Asset Allocation Specialist - Singapore - ACE ASCENTIA PTE. LTD.

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
• 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

Management Skills
Management Consulting
Strategic Consulting
Leadership
Microsoft Office
Investment Strategies
Asset Allocation
Construction
Tolerance
Dynamics
Interpersonal Skills
Healthcare
Strategy
Project Management
Communication Skills
Consulting
Team Player
Business Development
Professional Services
Business Requirements