Investment Portfolio Manager

1 week ago


Singapore Mosaic Group Full time

About This Role:

We are seeking a talented professional to join our team as a Wealth Management Associate. As a key member of our team, you will be responsible for identifying potential clients, conducting financial assessments, and managing their wealth portfolios.

Main Responsibilities:

  • Develop and implement effective strategies to identify and acquire new clients
  • Build strong relationships with existing clients to understand their financial goals and risk tolerance
  • Conduct thorough financial assessments to provide personalized investment advice
  • Manage client portfolios to optimize returns and minimize risks

Benefits:

  • Competitive compensation package
  • Ongoing training and development opportunities
  • Collaborative and dynamic work environment


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