Senior Portfolio Strategist

2 weeks ago

Singapore beBeePortfolio Full time $80,000 - $120,000
Job Description

As a senior portfolio specialist, you will be responsible for driving business growth by identifying and developing investment opportunities.

  • Develop and execute strategic plans to expand our client base and increase revenue.
  • Build and maintain relationships with high-net-worth and mass affluent clients through tailored investment solutions and exceptional customer service.
  • Conduct market analysis to recommend investment strategies and provide expert advice to clients.
  • Collaborate with product and research teams to deliver market insights and develop competitive solutions.
  • Perform portfolio reviews to assess performance, identify upselling/cross-selling opportunities, and ensure ongoing alignment with client needs.
Required Skills and Qualifications
  • Strong relationship-building skills and ability to communicate complex financial information to clients.
  • Excellent analytical and problem-solving skills to analyze data and make informed recommendations.
  • Knowledge of regulatory requirements and compliance procedures to ensure all business activities are in line with industry standards.
  • Experience working with high-net-worth and mass affluent clients and strong business development and sales skills.
Benefits

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

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