Investment Portfolio Manager

2 weeks ago


Singapore beBeeInvestment Full time $80,000 - $120,000
Investment Portfolio Manager

We are seeking a skilled Investment Portfolio Manager to join our Wealth and Personal division. As part of a leading financial services organisation, you will be responsible for managing client investment portfolios, providing strategic recommendations, and contributing to the growth of our wealth management business.

Key Responsibilities:
  • Manage and service client investment portfolios to ensure alignment with their financial goals.
  • Conduct regular portfolio reviews and provide tailored investment recommendations.
  • Work closely with senior managers to support high-net-worth clients with advisory and portfolio services.
  • Prepare financial analysis reports and monitor market trends to identify opportunities and risks.
  • Ccoordinate with internal stakeholders to ensure timely execution of investment strategies and client requests.
  • Participate in regular investment meetings and training sessions with fund managers and product teams.
  • Maintain compliance with regulatory requirements and internal policies.
Required Skills:
  • Wealth Management
  • Sustainability
  • Investment Strategies
  • Financial Modelling
  • Financial Analysis
  • Banking
  • Capital
  • Regulatory Requirements
  • Service Excellence

Benefits: This is a full-time, office-based role that offers a competitive salary and benefits package. If you are a motivated and experienced Investment Portfolio Manager looking for a new challenge, please apply now.

About Us: We are a leading financial services organisation committed to delivering innovative, client-focused financial solutions. Our team is dedicated to providing exceptional service excellence and building long-term relationships with our clients.



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