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Asset Management Consultant

salary Salary :

$4,500 - 6,500 monthly

Job Description - Asset Management Consultant

Job Responsibilities:

  1. Develop customized investment strategies tailored to individual clients' needs and goals.
  2. Conduct thorough assessments of clients' investment objectives, risk tolerance, and time horizon.
  3. Stay informed about market trends, economic indicators, and investment opportunities.
  4. Provide personalized advice on asset allocation, portfolio construction, and investment selection.
  5. Build and maintain strong relationships with clients, ensuring clear and transparent communication.
  6. Collaborate with a team of professionals to implement tailored investment plans.
  7. Monitor clients' investment portfolios and provide ongoing guidance and support.

Requirements:

  1. Singaporean or PR only
  2. At least 21 years old (regulatory requirement)
  3. Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)
  4. Proven experience in strategic consulting or similar roles.
  5. In-depth knowledge of financial industry dynamics, markets, and regulations.
  6. Strong interpersonal and communication skills.
  7. Relevant industry certifications are advantageous.

Work Schedule

This job has the following work schedule:

  • 9am - 6pm
  • Flexible
  • Weekends Off
  • 5 days / week

Benefits & Perks

This job has the following benefits:

  • Paid sick leave
  • Medical coverage
  • Company transportation
  • Travel & spending expenses
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About the Company

Ascentia Consulting Executives ACE

Ascentia Consulting Executives is a well-established agency branch representing Manulife Singapore Pte Ltd, with a team consists of award-winning advisors, such as 5 Million Dollar Round Table (MDRT) Qualifiers and 1 Court of the Table Qualifier (COT) in 2024. Taking root in 2020, Ascentia Consulti...

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