Senior Portfolio Manager Candidate

7 days ago


Singapore beBeeWealth Full time

Job Title

As a Group Wealth Operations Specialist, you will be responsible for ensuring smooth transitions of client assets and portfolio transfers.

  • Ensure all relevant approvals are obtained and instructions provided adhere to client mandates and procedures.
  • Coordinate with various teams to ensure seamless transition of client assets and portfolio transfers via Letter of Undertaking.
  • Elevate any deviations from procedure to management.

Securities Transfers

  • Maintain close liaison and coordination with front office, internal departments, custodians, and counterparties.
  • Process daily security


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