Financial Services Professional

7 days ago


Singapore PIVOTAL CAREER SOLUTIONS PTE. LTD. Full time
About the Job

Pivotal Career Solutions PTE. LTD. is seeking a motivated and client-focused individual to join our team as a Financial Services Professional - Portfolio Manager.

This role will involve developing strong relationships with clients and introducing potential investors to our diverse portfolio of investment fund houses.

As a Portfolio Manager, you will be responsible for managing and making critical decisions on client's investment portfolio, providing advice on matters relating to asset management, mortgage financing, and other related services.

  • You will work closely with other members of the wealth management team to provide holistic solutions to clients.
  • You will provide premier clients with regular market updates, endeavouring to understand their financial needs and recommending appropriate wealth management products accordingly.
  • You will proactively manage relationships to strengthen, deepen, and delight client relationships with existing customers, building a strong foundation for customer growth.
  • You will acquire extensive knowledge of investments and gain financial market acumen by dealing with multiple fund houses and their in-house analysts.

Career Progression :

  • You will be exposed to a wide range of clients, products, and services and undergo various forms of training and development courses yearly.
  • Associates can explore the management path within 3 years.

Job Satisfaction :

  • We offer flexible working hours so that you can maintain a healthy work-life balance with your family and loved ones.
  • You will develop a large network of clients and opportunities to manage existing clients.
  • You will earn a stable 6-digit annual package (including bonus) as compensation for your expertise.

Culture :

  • Our young and dynamic team-based environment fosters collaboration and growth.
  • Employees are empowered to take ownership of their projects.
  • We offer one-on-one mentorship focused on personal development.
  • A structured 6-month training program is available to enhance skills and knowledge.
Tell Employers What You Have

We value professionals who possess:

  • Coaching skills
  • Wealth management expertise
  • Asset management capabilities
  • Leadership qualities
  • Financial planning skills
  • Interpersonal skills
  • Relationship management abilities
  • Wealth accumulation knowledge
  • Investment management expertise
  • Mentorship skills
  • Emotional intelligence
  • Financial advisory capabilities
  • Personal development focus

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