Strategic Portfolio Coordinator

3 days ago


Singapore beBeePortfolio Full time
About the Role

As a Strategic Portfolio Coordinator, you will play a key role in supporting a team of experienced professionals in managing Discretionary Portfolio Management mandates. Your primary responsibility will be to ensure client portfolios align with product-specific guidelines, guaranteeing seamless and efficient portfolio management services.

Key Responsibilities:
  • Support a team of Portfolio Managers in managing client portfolios
  • Ensure adherence to product-specific guidelines for each mandate
  • Contribute to the development and implementation of strategic plans for client portfolios
Required Skills and Qualifications:

To excel in this role, you will need:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment
  • Familiarity with portfolio management principles and practices
Benefits:

We offer a dynamic and supportive work environment that fosters growth and development. As a valued member of our team, you can expect:

  • A competitive salary and benefits package
  • Ongoing training and professional development opportunities
  • A collaborative and inclusive work culture
Others:

At [Company], we celebrate and value individual qualities, enabling employees to be impactful, entrepreneurial, empowered, and create value beyond wealth. Let's shape the future of wealth management together by working collaboratively and innovatively to deliver exceptional results.



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