Portfolio Manager

2 weeks ago


Singapore beBeeEstate Full time

Job Description

The role of Estate Planner involves managing and consolidating existing clients' portfolios, acquiring new clients through various activities, and providing financial advice and customized solutions to individuals and companies. The ideal candidate should possess qualities such as teamwork, fast learning, articulation, and a structured training program with a path to management within one year.

  • Managing and consolidating existing clients' portfolios
  • Acquiring new clients through various activities, with leads provided on a monthly basis.
  • Providing financial advice and customized solutions to individuals and companies
  • Maintaining long-term relationships with individual and corporate clients
  • Offering good after-sales service
  • Implementing a structured training program
  • Achieving a path to management within one year

The role requires excellent interpersonal skills, including the ability to articulate and communicate effectively. A strong background in economics, business development, and supply chain management is also essential. The successful candidate will be able to maintain long-term relationships with clients and provide customized solutions to meet their needs.


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