Financial Portfolio Strategist

5 days ago


Singapore beBeePortfolioManager Full time $80,000 - $120,000

Investment Portfolio Specialist

We are seeking a detail-oriented and analytical professional to manage financial and investment portfolios for corporate businesses and individual clients.

  • Key Responsibilities:
  • Manage and analyze financial and investment portfolios, identifying opportunities for growth and optimization.
  • Analyze financial markets and investment funds, such as equities, ETFs, bonds, and unit trusts.
  • Develop business strategies based on current market developments to grow clients' portfolios.
  • Provide integrated financial solutions for clients through wealth preservation, partnership management, estate and business succession planning.

Required Skills and Qualifications:

  • A bachelor's degree in finance, economics, or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a dynamic team.
  • Familiarity with financial software and systems.

Benefits:

  • 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 provided.
  • Supportive and collaborative team culture.
  • Incentivized overseas trips.


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