job description
Are you a finance professional with a passion for helping individuals maximize their wealth potential? Finexis Advisory is seeking a motivated and analytical Portfolio Optimisation Consultant to join our dynamic team in the heart of Raffles Place.
In this role, you will go beyond traditional advisory services. You will empower our clients by auditing their existing financial portfolios, identifying inefficiencies, and implementing strategic optimizations. Your goal is to ensure our clients' capital is working harder and smarter, allowing them to achieve their financial objectives without the need for increased expenditure. If you are a problem-solver with a knack for financial strategy and client relationship management, we want to hear from you.
Responsibility
- Conduct comprehensive audits of existing client financial portfolios to identify performance gaps.
- Develop and present data-driven recommendations to optimize asset allocation and risk-adjusted returns.
- Educate clients on market trends, tax-efficiency strategies, and portfolio diversification.
- Monitor client portfolio performance regularly, providing proactive adjustments based on market shifts.
- Build and nurture long-term professional relationships to ensure client retention and satisfaction.
- Collaborate with internal investment specialists to stay updated on best-in-class financial products.
- Maintain high levels of regulatory compliance in all financial advice and documentation.
Qualifications
- Bachelor’s Degree in Finance, Economics, Business, or a related field.
- Minimum 2 years of experience in financial planning, wealth management, or investment consultancy.
- Strong understanding of investment vehicles, including equities, bonds, ETFs, and insurance products.
- Excellent analytical skills with proficiency in financial modelling and spreadsheet software.
- Exceptional communication and interpersonal skills to explain complex financial concepts clearly.
- Highly self-motivated with a proven ability to work independently and as part of a target-driven team.
- Relevant industry certifications (e.g., CMFAS modules) are highly advantageous.