Investment Portfolio Development Specialist

1 day ago


Singapore beBeeInvestment Full time
Job Overview:

We are seeking a highly motivated Investment Portfolio Development Specialist to join our team. As an Investment Associate Trainee, you will play a key role in developing and maintaining investment portfolios for our clients.

Key Responsibilities:

  • Portfolio Management: Analyze client portfolios and develop tailored investment strategies to meet their financial goals and risk tolerance.
  • Client Consultations: Conduct thorough consultations with clients to understand their financial needs and objectives.
  • Investment Research: Stay up-to-date on market trends and new investment products to recommend suitable solutions to clients.
  • Compliance: Ensure all investments are in line with regulatory guidelines and company policies.

Requirements:

  • Qualifications: Diploma or Bachelor's degree in Finance, Business, Economics, Accounting, or a related field.
  • Experience: Some experience in investment advisory, wealth management, or private banking is required.
  • Skills: Strong knowledge of investment products and financial markets, as well as excellent interpersonal and communication skills.

Career Benefits:

  • Training and Development: Comprehensive training programs to enhance your skills and knowledge.
  • Career Growth: Opportunities to progress into senior consultant, portfolio manager, or relationship manager roles.
  • Dynamic Environment: Work in a fast-paced environment with a focus on client success.


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