Job Requirements
Minimum Associate Degree
This job post is managed by
Justin TEO
Last active 2 years ago
Skills
Job description for Portfolio Management Associate at Wealth Asia
In this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our clients. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, and ensuring their portfolios remain aligned with their long-term goals.
Responsibilities:
Partner with Wealth Advisors to gather in-depth client information and understand their financial goals, risk tolerance, and investment preferences.
Assist with the development and implementation of comprehensive wealth management plans, encompassing: Mortgage Advisory: Analyze client needs and recommend suitable mortgage options, collaborating with loan officers to secure optimal financing.
Wills and Trusts: Coordinate with estate planning specialists to ensure clients have appropriate legal documents in place for asset protection and wealth transfer.
Insurance: Evaluate client insurance needs and recommend suitable coverage options, including life, disability, and long-term care insurance.
Investments: Conduct research and analysis of financial markets, instruments, and economic trends. Utilize financial modeling tools to evaluate investment opportunities and propose suitable investment strategies aligned with client risk tolerance and investment goals.
Monitor client portfolios and ensure adherence to investment guidelines and risk parameters.
Prepare comprehensive reports and presentations summarizing investment performance, market insights, and overall wealth management strategies for client review.
Assist with client onboarding and account maintenance tasks, ensuring all documentation is accurate and up-to-date.
Stay up-to-date on current financial news, regulations, and wealth management best practices.
Qualifications:
Diploma or equivalent qualifications
Business acumen & strong negotiation skills
People management skills with excellent initiatives
Team player, proactive and collaborative
Self-motivated personality and positive attitude
Strong communication and interpersonal skills
Mature and willingness to learn
No working experience required as comprehensive training will be provided.
If you are a highly motivated and results-oriented individual with a passion for finance and a dedication to client service, we encourage you to apply!
May we make a request that you do not apply if you are not eligible to work in Singapore.