Portfolio Management Specialist

1 week ago


Singapore beBeePortfolio Full time $4,000 - $8,000

Job Summary:

We are seeking a detail-oriented Portfolio Management Specialist to join our team. In this role, you will be responsible for ensuring the timely and compliant onboarding of new clients.

Key Responsibilities
  • Review and assess client information to ensure compliance with regulatory requirements.
  • Work closely with Relationship Managers to onboard new clients efficiently.
  • Ensure all client data is accurate and up-to-date.

Required Skills and Qualifications:

  • Bachelor's degree in Finance or related field.
  • Minimum 3 years of experience in portfolio management or a related field.
  • Excellent communication and organizational skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.

Benefits:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.

Other Information:

  • This is a full-time position.
  • The ideal candidate will have strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office Suite is required.

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