Financial Portfolio Manager
7 days ago
An Investment Strategist plays a vital role in helping high-net-worth clients achieve their financial objectives by crafting tailored investment plans that align with their risk profiles and goals.
Key Responsibilities- Conduct comprehensive financial analysis to assess clients' financial situations, risk appetites, and wealth profiles.
- Design and recommend customized investment portfolios that meet clients' unique needs and market conditions.
- Execute trades, rebalance portfolios, and monitor investments on behalf of clients to ensure optimal returns.
- Provide regular performance updates, reviews, and ensure portfolios remain aligned with clients' evolving needs.
- Stay up-to-date with macroeconomic trends, global markets, and financial products to identify timely opportunities and risks.
- Built long-term relationships with clients through regular communication, reviews, and advisory support.
- Serve as a trusted financial partner, maintaining high service standards and delivering exceptional client experiences.
- Ensure strict adherence to regulatory requirements and internal compliance policies.
- Collaborate with internal teams to deliver consistent client experiences and maintain proper documentation of client interactions and investment activities.
- Minimum 10 years of experience in wealth management, preferably with exposure to investment consulting or private banking.
- Strong understanding of investment products and portfolio management techniques.
- Excellent communication skills to effectively engage with senior stakeholders.
- CACS Paper 1 & 2 certification is mandatory for client-facing roles in capital markets under MAS regulations.
- A seasoned professional with a passion for delivering exceptional client experiences.
- A team player who can collaborate with internal teams to drive business results.
- A strategic thinker who can develop innovative solutions to complex financial challenges.
We invite interested candidates to submit their resumes along with a cover letter outlining their relevant experience and achievements.
We regret to inform that only shortlisted candidates would be notified.
-
Financial Portfolio Manager
1 week ago
Singapore beBeeInvestment Full time $80,000 - $120,000Financial Portfolio ManagerJob Description:We are seeking a seasoned Financial Portfolio Manager to oversee the financial portfolio of the company. The ideal candidate will have experience in analyzing financial data and market trends to make informed investment decisions.Key Responsibilities:Oversee the financial portfolio of the company, ensuring...
-
Financial Portfolio Manager
2 weeks ago
Singapore beBeePortfolio Full time $80,000 - $120,000We are seeking a skilled professional to join our team in managing and administering client portfolios.Key Responsibilities:Portfolio Administration: Ensure seamless transition of client assets, including portfolio transfers via Letter of Undertaking.Develop and implement effective portfolio management strategies to meet client needs and...
-
Financial Portfolio Manager
2 weeks ago
Singapore beBeeInvestment Full time $40,000 - $60,000Job DescriptionAs a key player in our organization, you will be responsible for managing financial and investment portfolios for corporate businesses (B2B) and individual clients (B2C). This role entails analyzing financial markets and investment funds such as Equities, ETFs, Bonds, and Unit Trusts.You will provide integrated financial solutions for clients...
-
Financial Portfolio Manager
2 weeks ago
Singapore beBeeAccountancy Full time $4,000 - $6,000Job Title: Financial Portfolio ManagerAre you an experienced accounting professional looking to leverage your skills in financial operations? Do you have a passion for managing property portfolios and delivering high-quality financial services?We're seeking a highly motivated and organized Accounts Executive to join our team. As an Accounts Executive, you...
-
Financial Portfolio Manager
1 week ago
Singapore beBeePortfolio Full time $60,000 - $120,000Investment Opportunities for Aspiring Portfolio ManagersWe are seeking a Management Associate to join our team and contribute to the development of high-net-worth portfolios. This is an excellent opportunity for individuals who are passionate about financial management and client relationships.Key Responsibilities:Develop investment strategies based on...
-
Financial Portfolio Manager
7 days ago
Singapore beBeeFinancial Full time $4,000 - $4,500Job OverviewThis position involves managing comprehensive financial portfolios, handling transactions across multiple currencies, conducting regular bank reconciliations, and preparing periodic management reports.Main Responsibilities:Manage entire financial portfolios.Process transactions in various currencies.Perform regular bank reconciliations.Prepare...
-
Financial Portfolio Manager
2 weeks ago
Singapore beBeeAccount Full time $40,000 - $60,000Job OverviewAs an Accounts Specialist, you will oversee the management of multiple financial portfolios, ensuring seamless execution of daily financial operations.This role is ideal for a candidate with strong accounting skills, attention to detail, and the ability to work independently.ResponsibilitiesHandle complete sets of accounts across various...
-
Financial Portfolio Manager
6 days ago
Singapore beBeeInvestment Full timeWe are seeking a detail-oriented professional to assist in managing financial portfolios for businesses and clients. The ideal candidate will have strong analytical skills and be able to develop effective strategies to grow investments. Key Responsibilities: Conduct thorough analysis of financial markets and investment funds such as Equities, ETFs,...
-
Financial Portfolio Manager
1 week ago
Singapore beBeeInvestment Full time $30,000 - $60,000We are seeking a detail-oriented professional to assist in managing financial portfolios for businesses and clients. The ideal candidate will have strong analytical skills and be able to develop effective strategies to grow investments.Key Responsibilities:Conduct thorough analysis of financial markets and investment funds such as Equities, ETFs, Bonds, and...
-
Financial Portfolio Manager
6 days ago
Singapore beBeeInvestment Full timeWe are seeking a detail-oriented professional to assist in managing financial portfolios for businesses and clients. The ideal candidate will have strong analytical skills and be able to develop effective strategies to grow investments. Key Responsibilities: Conduct thorough analysis of financial markets and investment funds such as Equities, ETFs,...
