Portfolio Management Professional

18 hours ago


Singapore beBeePortfolioManagement Full time $60,000 - $150,000
Job Title:
Portfolio Management Professional

We are seeking an experienced Portfolio Management Professional to join our team. In this role, you will be responsible for pre-processing checks for all transfers, coordinating portfolio transfers, and ensuring smooth transitions of client assets.

Responsibilities
  • Ensure all relevant approvals are obtained and instructions provided by Business adhere to client's signing mandate and procedure.
  • Coordinate with various teams to ensure smooth transition of client assets and portfolio transfers via Letter of Undertaking.
  • Escalate any deviation from procedure.

Key Skills and Qualifications
  • Portfolio management experience
  • Front office experience
  • Asset allocation skills
  • Data analysis skills
  • Analytical skills
  • Change management skills
  • Interpersonal skills
  • Administration skills
  • Securities knowledge
  • Needs analysis skills
  • Economics knowledge
  • Compliance knowledge
  • Attention to detail
  • Excellent communication and interpersonal skills

What We Offer

This role involves working closely with various stakeholders to ensure seamless operations and high-quality service delivery. The ideal candidate will have strong analytical, problem-solving, and communication skills.

As a key member of the team, you will contribute to the overall success of our organization by providing exceptional support and expertise to our clients and internal stakeholders.


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