Altitude Alliance Portfolio Strategist

A Rewarding Career as a Portfolio Strategist Awaits You Ever desired to impact lives yet embark on a fun-filled and promising journey? Help yourself through helping others. A reputable financial services and consulting organisation is seeking new financial talents to join our big family. We take pride in caring for our employees as much as our clients, providing a multitude of opportunities to the successful candidate. Make a change in someone’s life while carving out a future you have always longed for! Roles and Responsibilities include: • Partnering and aiding clients in reaching their financial objectives and providing suitable recommendations tailored according to their needs. • Build clientele base through corporate seminars and campaigns. • Providing financial and wealth planning solutions as well as assurance to professionals and corporate clients. • Analyse financial information obtained from clients and recommending suitable strategies in areas of cash management, indemnity coverage and long-term planning. • Regular reviews and follow ups on clients’ financial plans, bridging any gaps identified. • Meeting new clients and managing existing client portfolios. • Continuous learning and improvement of skillset and knowledge through professional development courses and training. Requirements: • At least 21 years following MAS under FAA requirements for certification purposes • Singaporeans preferred • Hold any form of degree, diploma or A levels • Possess good communication and relationships skills • Have a passion to help others • Able to work independently If you are keen on this job opening, please send your resume over to ******** or contact +******** for a quick discussion.