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.