Lead Portfolio Strategist

1 week ago

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

Job Title: Financial Excellence Manager

As a financial management professional, you will play a vital role in establishing a distinguished career by excelling in this position. Your primary responsibility will be to collaborate with the Wealth Management team to deliver comprehensive solutions for high-value clients.

About the Role:

  • You will nurture and activate client portfolios to maximize Premier Balance opportunities.
  • Promote a digital-first approach to minimize in-branch interactions while educating customers on transitioning to online channels.
  • Provide regular market updates, understanding client financial needs and recommending wealth management products tailored to their investment profiles.
  • Conduct market analysis to identify potential client leads and opportunities, ensuring portfolio quality and breadth of solutions.
  • Offer financial planning and advisory services aligned with clients' needs and investment goals.
  • Develop proactive relationship management to strengthen and deepen relationships with existing customers, building a strong foundation for customer growth.
  • Understand customers' banking and financial needs, recommending suitable solutions and delivering an exceptional client experience.

Requirements:

  • You must have strong academic qualifications and expertise in Wealth Management, supported by a proven track record of managing clients' portfolios.
  • Deep understanding of financial markets and investment products.
  • Excellent interpersonal skills to work individually and collaborate with stakeholders to meet client needs.
  • Able to succeed in a challenging environment.
  • Outgoing disposition with good communication and interpersonal skills.
  • Down-to-earth and resilient individual with an entrepreneurial and collaborative mindset, able to work independently and in a team environment.

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