Client Portfolio Manager

2 weeks ago


Singapore beBeeWealth Full time $4,000 - $6,000

Job Description:

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  • Work within a team as a Wealth Management generalist, responsible for administrative and operational management of client portfolios.
  • Support Relationship Managers in their work with clientele portfolios.
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Key Responsibilities:

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  • Manage client portfolios in collaboration with Relationship Managers.
  • Contribute to the quality of service provided to clients.
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Required Skills and Qualifications:

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  • Strong understanding of Wealth Management principles and practices.
  • Excellent communication and organizational skills.
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Benefits:

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  • Opportunity to work in a dynamic and growing industry.
  • Chance to develop skills and expertise in Wealth Management.
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Others:

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  • Work under the responsibility of a Team Coordinator CSO (CCSO).
  • Hold a key relationship position.
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