Expert Portfolio Advisor

2 weeks ago

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

We are seeking a dedicated Portfolio Strategist to help our clients make informed investment decisions and achieve their financial objectives.

This is an exciting opportunity for individuals who thrive in a fast-paced environment and are committed to delivering exceptional client experiences.

The ideal candidate will possess strong analytical skills, a keen understanding of market trends, and the ability to communicate complex financial concepts effectively.

Responsibilities include:

  • Conducting thorough diagnostic testing to identify clients' needs and providing tailored solutions
  • Staying up-to-date with market news and its impact on clients' portfolios
  • Curating customised holistic portfolios with detailed analytics
  • Recommending viable solutions to meet clients' objectives and needs
  • Providing regular reviews and analytical reports on clients' investment portfolios
  • Mentorship under experienced veterans with at least 10 years of financial advisory experience
  • Celebrating delightful experiential events and seminars for existing and prospective clients

About the Role:

Our team is comprised of 20+ members who are passionate about delivering exceptional client experiences. We live by advocating work-life balance with a 'work-hard-play-harder' mindset.

Benefits:

  • Full-spectrum training on high net worth investment products and analytical tools
  • Robust integrated support system with award-winning CIO investment team, market research, fund houses, IT, ops and product specialists
  • Attentive leaders who listen to needs and implement enhancements
  • Dedicated mentorship program with on-the-job training with experienced mentors
  • Flexible work hours and leave arrangements
  • Well-rounded office facilities including gym, shower and swimming pool
  • Spacious common space with fragrant selection of coffee and tea
  • Centralised location with extensive food choices
  • Attractive remuneration package and rewarding bonus structure
  • Fun-filled recreational & sports activities

Requirements:

  • Diploma or equivalent qualification
  • Minimum 2 full years of advisory experience

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