Portfolio Development Manager

2 days ago


Singapore beBeeInvestment Full time $40,000 - $80,000
Job Title: Senior Portfolio Specialist

The Senior Portfolio Specialist role presents a unique opportunity to develop skills in investment execution, portfolio administration, and relationship management within a dynamic client-facing environment.

Key Responsibilities:

  • Support senior Client Advisors with client onboarding, documentation, data entry, and post-meeting follow-ups.
  • Prepare meeting materials, portfolio reports, investment proposals, and review packs.
  • Respond to client inquiries with professionalism and attention to detail.
  • Maintain CRM data integrity and support administrative workflows.
  • Coordinate calendars, travel schedules, and meeting logistics.
  • Provide coverage during RM absences to ensure uninterrupted client support.

Business Management:

  • Liaise with compliance, legal, and operations teams for efficient business operations.

Required Skills:

  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment.
  • Strong problem-solving and analytical skills.
  • Proficiency in Microsoft Office Suite.

Benefits:

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.


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