Portfolio Strategist

2 weeks ago

Singapore beBeeInvestment Full time $150,000 - $200,000

Job Title: Portfolio Strategist

About the Role

We are seeking a seasoned Investment Advisor to provide high-level advisory services to our esteemed clients. As an experienced Vice President, you will be responsible for developing and maintaining client relationships with Relationship Managers.

The ideal candidate will possess sound knowledge of private banking products and solutions, as well as in-depth expertise of the Japan market. A strong analytical mind and excellent communication and interpersonal skills are essential for this role, enabling effective engagement with clients and Relationship Managers.

We offer a competitive compensation package, along with a dynamic work environment that supports your development and recognises your achievements.

Key Responsibilities
  • Review and monitor clients' portfolios to develop investment strategies
  • Develop and maintain client relationships with Relationship Managers
  • Ensure full compliance with policies, standards, guidelines & procedures laid down by regulatory authorities
Requirements

The successful candidate will hold a degree in Finance, Business or related discipline, with a preferred CFA certification. They should possess at least 8-12 years of relevant experience in wealth / portfolio management.

Benefits

We offer a comprehensive benefits package, including a competitive salary, bonus structure, and opportunities for career growth and professional development.

Award-winning employer, providing exceptional employee benefits and fostering a positive work-life balance.

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