Portfolio Manager Assistant

2 weeks ago


Singapore beBeeInvestment Full time $40,000 - $80,000

Role Overview:

Our team is seeking a proactive and detail-oriented individual to assist Relationship Managers in delivering exceptional client service.

  • Support Relationship Managers in managing clients' portfolios, developing strong relationships, and providing investment advice.
  • Act as the primary point of contact for financial intermediary clients, responding promptly to inquiries and maintaining accurate records.
  • Handle administrative tasks efficiently, including cash transactions and other client requests.
Key Responsibilities:
  • Portfolio Management: Assist in managing clients' portfolios, ensuring alignment with their investment goals and regulatory requirements.
  • Client Support: Provide timely and effective support to financial intermediary clients, addressing their concerns and needs.
  • Administrative Tasks: Handle various administrative duties, including cash transactions, record-keeping, and other client-related tasks.
Required Skills and Qualifications:

We are looking for an individual who possesses excellent communication skills, attention to detail, and the ability to work independently. Relevant experience in a similar role and proficiency in Microsoft Office applications are also essential.

Benefits:

This role offers a competitive salary package, opportunities for professional growth and development, and a dynamic work environment.



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