Portfolio Specilaist
Newton Full-time
To provide personalized financial planning and investment advice to individuals or institutions. They assess clients’ financial situations, recommend strategies, and manage investment portfolios to help achieve goals like retirement, wealth growth, or risk protection.
Key Responsibilities- Client Relationship Management
- Meet clients to understand income, expenses, goals, and risk tolerance
- Build long-term relationships and trust
- Regularly review and update financial plans
- Financial Planning
- Create customized plans covering:
- Retirement planning
- Tax strategies
- Estate planning
- Insurance needs
- Help clients set realistic financial goals
- Portfolio Management (Portfolio Specialist side)
- Design and manage investment portfolios (stocks, bonds, funds, etc.)
- Monitor market trends and adjust allocations
- Ensure portfolios align with client risk profiles
- Investment Advice
- Recommend specific financial products or strategies
- Explain risks, returns, and market conditions
- Stay updated on economic and market developments
- Compliance & Documentation
- Ensure all advice meets regulatory requirements
- Maintain accurate records of client interactions and transactions
- Strong understanding of financial markets and investment products
- Analytical and problem-solving skills
- Communication and interpersonal skills
- Sales and persuasion (important in many advisory roles)
- Attention to detail and ethical judgment
Private AdvertiserSingapore River, 2 km from Newton
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about the company
A leading insurance institution with a strong presence across the globe, dedicated to providing robust protection and investment solutions. The organization is recognized for its commitment to professional development and fostering...