Portfolio Development Manager

1 week ago


Singapore beBeeInvestment Full time $4,000 - $8,000

Job Overview:

The Senior Portfolio Specialist role presents a unique opportunity for individuals to develop their skills in investment execution, portfolio administration, and relationship management within a dynamic client-facing environment.

Key Responsibilities:

  • Support senior Client Advisors with client onboarding, documentation, data entry, and post-meeting follow-ups.
  • Prepare meeting materials, portfolio reports, investment proposals, and review packs.
  • Respond to client inquiries with professionalism and attention to detail.
  • Maintain CRM data integrity and support administrative workflows.
  • Coordinate calendars, travel schedules, and meeting logistics.
  • Provide coverage during RM absences to ensure uninterrupted client support.

Business Management:

  • Liaise with compliance, legal, and operations teams for

Qualifications:

  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment.
  • Excellent problem-solving and analytical skills.

What We Offer:

A dynamic and supportive work environment that fosters growth and development.

Ongoing Support:

We are committed to providing ongoing support and training to help you succeed in your role.


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