1.
Portfolio Analysis: - Conduct in-depth analysis of investment portfolios and risk factors.
- Utilize financial techniques to evaluate potential investment opportunities.
2.
Market Research: - Stay abreast of financial market trends, economic indicators, and industry developments.
- Analyze market data to provide insights into investment strategies and potential risks.
3.
Client Interaction: - Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.
- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.
4.
Asset Allocation: - Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.
- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.
5.
Due Diligence: - Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.
6.
Regulatory Compliance: - Ensure compliance with relevant financial regulations and internal policies.
- Stay informed about changes in regulatory requirements and industry best practices.
7.
Performance Reporting: - Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.
- Make recommendations for optimizing portfolio performance.
8.
Relationship Management: - Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.
9.
Technology Utilization: - Stay current on advancements in financial technology to enhance operational efficiency.
10.
Continual Learning: - Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.
- Pursue relevant certifications to enhance knowledge and credibility in the field.
Work Schedule: This job has the following work schedule: 30 to 40 hours / week Benefits & Perks This job has the following benefits: Medical coverage Training & professional development Dental insurance Remote work flexibility Retirement plan This job is located in Central, Central, Singapore.
Are you interested in this position?
If so, apply now and get a response from us fast!
Don't miss out an opportunity to advance your career to the next level.
