Financial Portfolio Manager

1 day ago

Singapore beBeeWealthManager Full time $90,000 - $120,000
About This Role

This is an exciting opportunity to join a dynamic team of professionals who are passionate about helping high net worth individuals achieve their financial goals.

As a wealth manager, you will be responsible for identifying clients' needs and providing tailored solutions to meet their objectives. You will also be working closely with our experienced team members to curate customized holistic portfolios with detailed analytics.

We are looking for driven, motivated and hardworking individuals who can think critically and creatively to solve complex problems. If you have a passion for finance and a desire to make a real difference in people's lives, then this could be the perfect role for you.

  • Identify clients' needs through effective diagnostic testing
  • Keep up-to-date with market news and its impact on clients' portfolios
  • Curate customised holistic portfolios with detailed analytics
  • Recommend viable solutions to meet clients' objectives and needs
  • Provide regular reviews and analytical reports on clients' investment portfolio
  • Embark on a mentorship journey with experienced veterans
  • Coordinate events and seminars for existing and prospective clients
Responsibilities
  • Manage client relationships and provide exceptional service
  • Analyse market trends and provide expert advice
  • Develop and implement investment strategies
  • Maintain accurate records and reports
  • Collaborate with colleagues to achieve business goals
Skills and Qualifications
  • Diploma or degree in a relevant field
  • Minimum 2 years of experience in financial services
  • Strong knowledge of investments and risk management
  • Excellent communication and interpersonal skills
  • Able to work well under pressure and meet deadlines
Benefits
  • Full spectrum training from wide array of high net worth investment products to analytical tools
  • Robust integrated support system with award-winning CIO investment team, market research, fund houses, IT, ops and product specialists
  • Attentive leaders who listen to the needs on the ground and implement effective enhancements
  • Dedicated mentorship program with on-the-job training with experienced mentors
  • Flexible work hours
  • Flexible leave arrangements
  • Well-rounded office facilities including gym, shower and swimming pool
  • Spacious common space with fragrant selection of coffee and tea
  • Centralised location with extensive food choices
  • Attractive sign-on bonus and rewarding remuneration bonus
What We Offer

We offer a supportive and dynamic work environment that encourages growth and development. Our team is committed to making a positive impact in the community and we believe that everyone deserves access to quality financial services.

We are proud to offer a range of benefits that reflect our commitment to our employees' well-being and success. Whether you're just starting your career or looking to take the next step, we invite you to explore our opportunities and discover how you can make a difference with us.

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