Portfolio Management Specialist

5 days ago

Singapore beBeeInvestment Full time $90,000 - $120,000

Job Title: Portfolio Management Specialist

The role of the Investment Counselor is a strategic position that requires an in-depth understanding of investment products and market trends.

Responsibilities
  • Manages investment relationships and delivers the Chief Investment Officer's views to clients.
  • Functions as one of the primary client contacts, providing trusted investment advice and solutions.
  • Works closely with Client Advisors to grow client share of wallet and win high net worth prospects by delivering quality solutions.
Qualifications

Requires 10-15 years of experience in investment product sales.

Broad understanding of financial services, product solutions, and all aspects of financial planning strategies and concepts.

Excellent interpersonal, verbal, and written communication skills are essential.

Benefits

Provides a high level of communication and customer service to sales professionals and their clients.

Adequately assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients, and assets.

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