Personal Portfolio Strategist

Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions.

Key Responsibilities:

  • Conducting comprehensive analyses to understand clients objectives. Developing and implementing strategic plans to be aligned with clients goals.
  • Providing expert advice on varied solutions and emerging trends.
  • Cultivating and maintaining strong client connections through effective communication.
  • Staying attuned to financial markets, news and emerging opportunities.

Requirements:

  • Applicable Singaporeans only
  • Polytechnic Diploma/Degree holders in any related field.
  • Demonstrated proficiency in strategic roles or similar positions.
  • In-depth knowledge of industry dynamics, markets, and regulations.
  • Exceptional interpersonal and communication skills.
  • Relevant industry certifications are advantageous.

Job Scope:

  • As a Solution Strategist, youll play a crucial role in shaping individuals success. Your responsibilities include crafting effective strategies, staying informed on industry dynamics, and building lasting client relationships.
  • Commence your journey toward a fulfilling career by applying now and becoming an integral part of our dedicated team. Your impact on shaping effective solutions starts here.

Information :

  • Company : ACE ASCENTIA PTE. LTD.
  • Position : Personal Portfolio Strategist
  • Location : Singapore
  • Country : SG

Attention - In the recruitment process, legitimate companies never withdraw fees from candidates. If there are companies that attract interview fees, tests, ticket reservations, etc. it is better to avoid it because there are indications of fraud. If you see something suspicious please contact us: support@jobkos.com

Post Date : 2025-06-03 | Expired Date : 2025-07-03