Senior Client Portfolio Specialist

2 weeks ago

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

Job Opportunity: Portfolio Management

We are seeking a seasoned professional to manage a diverse portfolio of clients under the guidance of a team leader.

Key Responsibilities:

  • Manage multiple client accounts with high levels of proficiency and efficiency.
  • Prepare and coordinate meetings, ensuring seamless communication among stakeholders.
  • Nominate committee members and maintain accurate records of meeting proceedings.

Essential Qualifications:

  • Degree or relevant certification in corporate secretarial services.
  • At least 5 years of experience in managing client portfolios and performing corporate secretarial duties.
  • Expertise in Listing Manual, Companies Acts, and Catalist Rules.
  • Bilingual English and Mandarin language skills for effective communication with international clients.

Selection Criteria:

Candidates will undergo a rigorous interview process to assess their suitability for the role. We value professionalism, attention to detail, and excellent communication skills.

  • Client Portfolio Specialist

    1 week ago

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

    Key Account ManagerAbout the Role:We are seeking a client-focused professional to manage and develop a portfolio of clients.Key Responsibilities:Manage multiple accounts and deliver timely follow-upsIdentify client needs and provide tailored financial solutions and servicesConduct onboarding, KYC, and risk assessments in compliance with internal...

  • Senior Client Specialist

    2 weeks ago

    Singapore London Stock Exchange Group Full time

    Senior Client Specialist - Integrations page is loaded## Senior Client Specialist - Integrationslocations: SGP-Singapore-1 Raffles Quaytime type: Full timeposted on: Posted Todayjob requisition id: R AlphaDesk is LSEG's Order and Portfolio Management Software. AlphaDesk develops and supports the software for hedge funds and asset managers globally. We are a...

  • 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...

  • Investment Portfolio Specialist

    4 days ago

    Singapore beBeeCareer Full time

    Investment Portfolio Specialist The Investment Portfolio Specialist plays a pivotal role in supporting the investment team to monitor clients' portfolios and provide valuable insights to senior managers. This position offers an opportunity for on-the-job learning, with comprehensive training programs tailored to individual needs. Key Responsibilities: ...

  • Senior Client Specialist

    4 days ago

    Singapore London Stock Exchange Group Full time

    Senior Client Specialist - Integrations page is loaded## Senior Client Specialist - Integrationslocations: SGP-Singapore-1 Raffles Quaytime type: Full timeposted on: Posted Todayjob requisition id: R AlphaDesk is LSEG’s Order and Portfolio Management Software. AlphaDesk develops and supports the software for hedge funds and asset managers globally. We are...

  • Client Portfolio Manager

    6 days ago

    Singapore beBeeClientPortfolioManager Full time $90,000 - $120,000

    We are seeking a skilled professional to fill the role of Client Portfolio Manager. Main Responsibilities: Deliver exceptional service and support to all assigned client accounts. Drive system adoption, engagement, and transaction volumes across accounts. Evaluate subscription renewals within your portfolio and identify opportunities for cross-sell and...

  • Portfolio Investment Manager

    2 weeks ago

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

    Investment Portfolio Management Specialist RoleThis role is a key member of our wealth management team responsible for delivering client-focused solutions. The specialist will manage and service high-net-worth client investment portfolios.Manage and service high-net-worth client investment portfolios by conducting regular portfolio reviews and providing...

  • Investment Portfolio Specialist

    2 weeks ago

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

    Investment Portfolio SpecialistWe are seeking a highly skilled Investment Portfolio Specialist to join our team. As an Investment Portfolio Specialist, you will play a key role in managing and maintaining investment portfolios for our clients.Key Responsibilities:Manage and maintain investment portfolios to ensure optimal performance and alignment with...

  • Senior Portfolio Strategist

    2 weeks ago

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

    Job DescriptionAs 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...

  • Senior Accountant

    1 week ago

    Singapore HEAVENS PORTFOLIO PTE. LTD. Full time

    **HEAVENS PORTFOLIO PTE. LTD.**is seeking a Senior Accountant to assist the CEO in handling the full set of accounts and finance for the Group. As a successful Senior Accountant, your primary responsibilities will include (though will not be limited to): **Responsibilities**: - Monthly staff claims (80 expenses per month) - Expenses claim reinvoicing to...