Portfolio Development Specialist

2 weeks ago

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

Position Summary:

The Portfolio Specialist role offers an exceptional opportunity to develop expertise in portfolio management, relationship building, and client support within a dynamic environment.

Key Responsibilities:

  • Collaborate with senior Portfolio Specialists on client onboarding, documentation, data entry, and follow-up communication.
  • Prepare meeting materials, portfolio reports, investment proposals, and review packages.
  • Respond to client inquiries with professionalism and attention to detail.
  • Maintain CRM data accuracy and support administrative tasks.
  • Coordinate schedules, travel arrangements, and meeting logistics.
  • Provide coverage during absences to ensure uninterrupted client service.

Business Management:

  • Liaise with compliance, legal, and operations teams for effective collaboration.

Requirements:

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal abilities.
  • Able to work in a fast-paced environment.

Benefits:

  • Opportunities for career growth and development.
  • Collaborative and dynamic work environment.

Additional Information:

For more information, please contact us directly.

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