Investment Portfolio Specialist
20 hours ago
Investment Portfolio Specialist
The Investment Portfolio Specialist plays a pivotal role in supporting the investment team to monitor clients' portfolios and provide valuable insights to senior managers. This position offers an opportunity for on-the-job learning, with comprehensive training programs tailored to individual needs.
Key Responsibilities:
- Assist and handle client's investment portfolio, ensuring timely updates and accurate reporting.
- Analyze various funds, including Amundi and Architas, to identify opportunities for growth and optimization.
- Maintain strong relationships with customers through effective communication and conflict resolution.
- Prepare detailed reports for clients, highlighting key findings and recommendations.
- Collaborate with the team to drive business outcomes and achieve company goals.
Requirements:
- A recognized degree or local polytechnic diploma is required.
- Strong interpersonal skills, positive attitude, and result-driven approach are essential.
- Cheerful and sociable demeanor is necessary for building strong customer relationships.
- Entry-level candidates or those with no experience are welcome to apply.
What We Offer:
- A fun working environment with opportunities for professional growth and development.
- Overseas incentives trips and other benefits that promote work-life balance.
- A supportive team culture that encourages collaboration and mentorship.
- Selected candidates will be groomed for fast-tracked management careers.
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