Portfolio Management Specialist

2 weeks ago


Singapore AVALLIS INVESTMENTS PTE. LTD. Full time
About Avallis Investments

Avallis Investments Pte. Ltd. is a Singapore-based External Asset Management (EAM) or Independent Asset Management (IAM) firm, holding Capital Markets Services License (CMS) regulated by the Monetary Authority of Singapore.

We offer private banking products/solutions, customised portfolio management, fund management, family legacy & succession planning solutions to HNW / UHNW / Family Office / Institutional clients and investors.

Salary Information

The estimated annual salary for this role is SGD $120,000 - SGD $250,000, depending on experience.

Job Description

As a Relationship Manager at Avallis Investments, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert advice on wealth management, and helping them achieve their financial goals.

Your key responsibilities will include:

  • Developing and implementing effective client relationship strategies
  • Providing regular market updates and analysis to clients
  • Collaborating with cross-functional teams to deliver exceptional client service
  • Staying up-to-date with industry trends and developments to provide clients with valuable insights
Requirements

To succeed in this role, you will need:

  • A strong network of existing relationships with HNW / UHNW clients, family offices or institutional clients
  • Experience working in private banking, priority banking, corporate banking, investment banking, securities houses, wealth management firms, or HNW insurance
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Strong analytical and problem-solving skills
Benefits

We offer a competitive compensation package, including a salary range of SGD $120,000 - SGD $250,000 per annum, depending on experience.

You will also have access to ongoing training and development opportunities, as well as a dynamic and supportive team environment.


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