Senior Portfolio Manager

2 weeks ago


Singapore beBeeInvestment Full time
Job Summary

We are seeking a seasoned Investment Strategist to join our organization. As an Investment Strategist, you will be responsible for developing customized investment strategies tailored to individual clients' needs and goals.

  • Develop comprehensive investment plans that align with clients' risk tolerance, time horizon, and financial objectives.
  • Conduct thorough assessments of clients' investment portfolios and provide actionable recommendations for optimization.
  • Stay informed about market trends, economic indicators, and investment opportunities to make data-driven decisions.
  • Cultivate strong relationships with clients through regular communication and exceptional service.
  • Collaborate with cross-functional teams to implement tailored investment plans and ensure seamless execution.
Required Skills and Qualifications

To excel in this role, you must possess the following skills:

  • Singaporean or PR status is required.
  • Minimum 21 years old (compliance requirement).
  • Degree in Finance, Economics, or a related field is preferred.
  • Proven experience in strategic consulting or similar roles.
  • In-depth knowledge of financial industry dynamics, markets, and regulations.
  • Excellent interpersonal and communication skills.


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