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Strategic Portfolio Expert

2 weeks ago

Singapore beBeePortfolioManager Full time

Senior Portfolio Manager

Manage and optimize high-net-worth client portfolios, providing strategic investment advice and ensuring compliance with regulatory requirements.

Responsibilities:

  • Develop and implement tailored investment strategies for Premier clients, considering their risk tolerance, financial goals, and asset allocation needs.
  • Conduct thorough due diligence on potential investments, evaluating their suitability and alignment with client objectives.
  • Collaborate with Relationship Managers to deliver exceptional client service, fostering strong relationships and trust.
  • Stay up-to-date with market trends and economic developments, utilizing this knowledge to inform investment decisions and provide actionable insights to clients.
  • Lead by example, coaching and mentoring junior team members to enhance their skills and expertise in investment advisory and portfolio management.

Qualifications:

  • Bachelor's degree or higher in Finance, Economics, Business Administration, or a related quantitative field from a reputable university.
  • CMFAS (Capital Markets and Financial Advisory Services Examination) Modules: Essential for licensing in Singapore.
  • CFA (Chartered Financial Analyst) or A Master's degree is preferred. Other relevant certifications like CFP (Certified Financial Planner) or CAIA (Chartered Alternative Investment Analyst) may also be beneficial.
  • Advanced relevant experience in an investment advisory, portfolio management, or product specialist role within a private bank, wealth management firm, or asset management company.
  • Proven track record of advising and managing portfolios for High-Net-Worth (HNW) clients in Singapore or the Asia-Pacific region.
  • Strong background and demonstrable expertise in structured products, mutual funds (unit trusts), and fixed income (bonds). Experience with other asset classes and wealth lending solutions is a significant advantage.

Note: This job description highlights key responsibilities, qualifications, and requirements. Please refer to the original posting for complete details and application instructions.',