Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions.
Job Responsibilities:
- Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles.
- Conduct thorough analyses of clients' financial circumstances, investment preferences, and time horizons.
- Stay abreast of market trends, economic indicators, and investment opportunities.
- Provide personalised advice on asset allocation, diversification, and investment selection.
- Cultivate and maintain strong client relationships, ensuring clear communication and trust.
- Collaborate with a team of professionals to implement and monitor portfolio strategies.
- Proactively review and adjust portfolios to optimize performance and align with clients' evolving financial needs.
Requirements:
- 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. Commitment to integrity, professionalism, and confidentiality in client interactions.
Job Type: Full-time
Pay: $4,500.00 - $6,500.00 per month
Work Location: In person