Strategic Portfolio Manager

3 days ago

Singapore beBeeInvestment Full time $180,000 - $250,000
Senior Investment Strategist Job

The role of Senior Investment Strategist is responsible for scaling investment advisory client journeys across markets, delivering data-driven portfolio guidance, and deepening client engagement and retention.

Key Responsibilities:
  • Designs and implements holistic investment guidance journeys that elevate client experience.
  • Publishes and communicates multi-asset investment views across channels, increasing the company's share of voice and brand credibility.
  • Creates and delivers engaging advisory content and model portfolios to deepen client engagement and retention.
  • Provides data-driven asset-class insights to inform portfolio construction and guidance.
  • Partners cross-functionally to embed advice into the platform, ensuring scalability and regulatory compliance.
Projects You Might Work On:
  • Development of Scalable Investment Guidance Implementation.
Accountability of the Role:
  • End-to-End Advisory Offering: Define holistic investment-guidance journeys and partner with Product, Marketing, and Engineering to launch new tools/features that elevate client experience.
  • Thought Leadership & Media Presence: Publish and present multi-asset views through short/long form articles, webinars, seminars, 1-to-1s, and tier-1 media, measurably boosting the company's share-of-voice in Singapore.
  • Client Engagement at Scale: Design and deliver advisory content that deepens engagement and retention of users (e.g., model portfolios, thematic insights, interactive sessions) and deliver measurable impact through engagement metrics.
Requirements:
  • MAS License Eligibility.
  • Multi-asset exposure.
  • First-hand experience in dealing with clients.

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