Portfolio Strategist

16 hours ago

Singapore beBeeInvestment Full time $40,000 - $80,000

Job Title: Portfolio Strategist

The Portfolio Strategist plays a pivotal role in supporting the investment team to monitor clients' portfolios and provide valuable insights to senior managers. This position offers an opportunity for on-the-job learning, with comprehensive training programs tailored to individual needs.

Key Responsibilities:

  • Assist and handle client's investment portfolio, ensuring timely updates and accurate reporting.
  • Analyze various funds, including growth and optimization opportunities.
  • Maintain strong relationships with customers through effective communication and conflict resolution.
  • Prepare detailed reports for clients, highlighting key findings and recommendations.
  • Collaborate with the team to drive business outcomes and achieve company goals.

Requirements:

  • A recognized degree or local polytechnic diploma is required.
  • Strong interpersonal skills, positive attitude, and result-driven approach are essential.
  • Cheerful and sociable demeanor is necessary for building strong customer relationships.
  • Entry-level candidates or those with no experience are welcome to apply.

What We Offer:

  • A fun working environment with opportunities for professional growth and development.
  • Overseas incentives trips and other benefits that promote work-life balance.
  • A supportive team culture that encourages collaboration and mentorship.
  • Selected candidates will be groomed for fast-tracked management careers.

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