Senior Portfolio Manager

2 weeks ago

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

Job Overview

The Client Advisor Associate position presents a unique opportunity for individuals to develop their 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.

Skills and Qualifications:

  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Ability to work in a fast-paced environment.
  • Knowledge of CRM software.
  • Proficiency in Microsoft Office.

Benefits:

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.

Others:

  • Collaborate with cross-functional teams to achieve business objectives.
  • Stay up-to-date with industry trends and best practices.

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