Junior Portfolio Manager

Found in: Talent SG 2A C2 - 1 week ago


Singapore AVRIO WEALTH PTE. LTD. Full time
Roles & Responsibilities

Avrio Wealth is a boutique wealth planning and investment management company that is licensed by MAS and the SEC. We work with all our clients to craft a highly customized financial plan with well-defined goals following the guidelines set up by the Certified Financial Planning Board of Standards.


Our wealth management strategy is focused on providing a globally diversified portfolio that caters to our client’s unique needs at home or abroad. Avrio’s clients face challenges that require special attention and a worldview. We construct portfolios using low-cost and tax efficient investment products for clients which include US taxpayers and non US taxpayers. Our clients have diverse backgrounds with diverse portfolio requirements.


Portfolio Manager Job Responsibilities:

· Design and implement investment strategies, processes and policies

· Construct and manage ETF, stock and bond portfolios in multiple currencies based upon tax requirements

· Monitor performance and risk of company portfolios

· Prepare performance reports for management, advisors and clients

· Prepare monthly market commentary for distribution

· Review commentary with internal staff for questions and market education.

· Help manage client interactions and communications

· Trade global markets

· Research and present investment strategies

· Identify and cultivate new clients

· Develop and grow a book of business

· Support Avrio’s management, advisors, clients and prospects


Requirements, Skills, Education

  • CFA (Chartered Financial Analyst)
  • Proven work experience as a Portfolio Manager or similar role
  • Strong understanding of investment strategies and risk management
  • Fluent in written and spoken English
  • Willingness to work in a firm who emphasizes financial planning (no product sales/commissions)
  • Effective presentation skills
  • Willing to work for company that is regulated by both the SEC & MAS and comply with stringent compliance requirements
  • Master’s degree in business, finance, investment or a related field preferred

Computer skills including MS Office, Bloomberg and trading software.


Tell employers what skills you have

Wealth Management
Bloomberg
Investment Strategies
Microsoft Excel
Assessing
Financial Planning
Tax
Investments
Wealth
Risk Management
Strategy
MS Office
Investment Management
Cantonese
Portfolio Management
Presentation Skills

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