Portfolio Specialist

7 days ago

Singapore beBeeInvestment Full time $60,000 - $80,000

We are seeking a skilled Portfolio Specialist to join our team. In this role, you will be responsible for assessing clients' needs through in-depth diagnostic testing, staying informed about market trends and their impact on portfolios, and recommending tailored investment solutions to meet clients' objectives.

Key Responsibilities:

  • Conduct thorough client assessments using our proven diagnostic testing methodology.
  • Stay up-to-date with market news and its effects on clients' investments.
  • Create customized investment portfolios with detailed analytics.
  • Develop strategies to meet clients' financial goals.
  • Provide regular portfolio reviews and analysis reports to clients.
  • Pursue mentorship under experienced professionals.
  • Collaborate on events and seminars for existing and prospective clients.

About the Role: This position requires a strong foundation in sales, risk management, investment advisory, and customer journeys. You should possess excellent communication skills and be able to work effectively in a team environment.

What We Offer: We value work-life balance and provide benefits such as structured training, integrated support systems, dedicated mentorship programs, flexible work hours, and well-rounded office facilities.

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