Portfolio Management Specialist

1 week ago


Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time
About the Role

As a Portfolio Management Specialist at Good Job Creations (Singapore) Pte. Ltd., you will play a crucial role in managing and monitoring clients' portfolios, ensuring they meet their long-term objectives.

Key Responsibilities:

  1. Build and maintain strong relationships with clients to understand their financial goals and objectives
  2. Analyze clients' financial positions and provide recommendations for optimizing their portfolios
  3. Collaborate with internal teams to ensure seamless execution of client transactions and activities
  4. Stay up-to-date with market trends, financial products, and services to provide clients with expert advice
  5. Maintain accurate records of client interactions and transactions, adhering to regulatory requirements and company policies

Requirements:

  • Bachelor's Degree Holder
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team


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