Client Associate Consultant
Job Responsibilities:
* Provide comprehensive support to clients in their financial planning and investment management needs.
* Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating communication.
* Collaborate with senior consultants to analyze clients' financial situations and develop personalized strategies to achieve their client’s goals.
* Assist in conducting portfolio reviews, investment analyses, and risk assessments for clients.
* Prepare financial reports, investment proposals, and presentations for client meetings.
* Monitor market trends, economic indicators, and investment opportunities to provide timely insights to clients.
* Maintain accurate records of client interactions, transactions, and portfolio updates.
Requirements:
* Singaporean or PR only
* • At least 21 years old
* • 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. Strong understanding of financial products, investment strategies, and industry regulations.
* Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
* Proficiency in financial analysis, including portfolio management and risk assessment.
