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Finance Portfolio Manager
2 weeks ago
Finance Portfolio Manager
About the RoleWe are seeking a highly skilled and experienced Finance Portfolio Manager to join our team. As a key member of our finance department, you will be responsible for managing financial and investment portfolios for corporate businesses (B2B) and individual clients (B2C).
You will analyze financial markets and investment funds such as Equities, ETFs, Bonds, and Unit Trusts to provide integrated wealth solutions for clients through Wealth Preservation, Partnership Management, Estate and Business Succession Planning.
Key Responsibilities- Analyze financial markets and investment funds to identify opportunities for growth and optimization.
- Develop and implement investment strategies that align with client goals and risk tolerance.
- Manage and maintain accurate and up-to-date records of client portfolios, including financial statements and performance reports.
- Provide exceptional customer service and communicate effectively with clients to understand their needs and concerns.
- Bachelor's degree in Finance, Accounting, or related field.
- Minimum 3 years of experience in finance and portfolio management.
- Strong analytical and problem-solving skills, with ability to think critically and make sound decisions.
- Excellent communication and interpersonal skills, with ability to work effectively with clients and colleagues.
- Competitive salary and bonus structure.
- Opportunities for career advancement and professional growth.
- A dynamic and supportive work environment.
- Flexible working hours and remote work options.
- Career advancement to senior executive and managerial roles.
- Work-life balance and flexible working hours.
- Comprehensive structured training program tailored to your needs.
- One-on-one mentorship and coaching.
- Supportive team dynamics with a shared purpose.
- Incentivized overseas trips and professional development opportunities.
