Personal Portfolio Strategist - Toa Payoh

Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions.

Key Responsibilities:

• Conducting comprehensive analyses to understand clients’ objectives. Developing and implementing strategic plans to be aligned with client’s goals.
• Providing expert advice on varied solutions and emerging trends.
• Cultivating and maintaining strong client connections through effective communication.
• Staying attuned to financial markets, news and emerging opportunities.

Requirements:

• Applicable Singaporeans only
• Polytechnic Diploma/Degree holders in any related field.
• Demonstrated proficiency in strategic roles or similar positions.
• In-depth knowledge of industry dynamics, markets, and regulations.
• Exceptional interpersonal and communication skills.
• Relevant industry certifications are advantageous.

Job Scope:

• As a Solution Strategist, you’ll play a crucial role in shaping individuals’ success. Your responsibilities include crafting effective strategies, staying informed on industry dynamics, and building lasting client relationships.
• Commence your journey toward a fulfilling career by applying now and becoming an integral part of our dedicated team. Your impact on shaping effective solutions starts here.