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Investment consultant

  • Full Time, onsite
  • ANCIENT JADE CAPITAL (S) MANAGEMENT PTE. LTD.
  • West, Singapore
$ 8,000 - $ 12,000 / month

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- Client Consultation: Meet with clients to assess their financial goals, risk tolerance, and investment preferences; provide tailored investment strategies and solutions.

- Market Analysis: Conduct thorough research and analysis on financial markets, investment opportunities, and economic trends to provide informed recommendations.

- Portfolio Management: Monitor and manage client investment portfolios, making adjustments as necessary to optimize performance and align with client objectives.

- Reporting: Prepare detailed investment reports and presentations for clients, summarizing performance, market conditions, and strategic recommendations.

- Regulatory Compliance: Ensure all investment recommendations and practices adhere to relevant regulatory requirements and industry standards.

- Client Education: Educate clients on investment products, market trends, and strategies to empower them to make informed decisions.

- Relationship Management: Build and maintain strong relationships with clients, addressing their inquiries and concerns promptly.

- Collaboration: Work closely with other financial professionals, such as financial planners, tax advisors, and legal experts, to provide comprehensive financial services.

- Client Consultation: Meet with clients to assess their financial goals, risk tolerance, and investment preferences; provide tailored investment strategies and solutions.

- Market Analysis: Conduct thorough research and analysis on financial markets, investment opportunities, and economic trends to provide informed recommendations.

- Portfolio Management: Monitor and manage client investment portfolios, making adjustments as necessary to optimize performance and align with client objectives.

- Reporting: Prepare detailed investment reports and presentations for clients, summarizing performance, market conditions, and strategic recommendations.

- Regulatory Compliance: Ensure all investment recommendations and practices adhere to relevant regulatory requirements and industry standards.

- Client Education: Educate clients on investment products, market trends, and strategies to empower them to make informed decisions.

- Relationship Management: Build and maintain strong relationships with clients, addressing their inquiries and concerns promptly.

- Collaboration: Work closely with other financial professionals, such as financial planners, tax advisors, and legal experts, to provide comprehensive financial services.