Personal Portfolio Strategist

1 week ago


Singapore ACE ASCENTIA PTE. LTD. Full time

Join us as Personal Portfolio Strategist where your strategic thinking will guide clients towards effective financial solutions.

Key Responsibilities:

- Conducting comprehensive analyses to understand clients’ objectives. Developing and implementing strategic plans to be aligned with client’s goals.
- Providing expert advice on varied solutions and emerging trends.
- Cultivating and maintaining strong client connections through effective communication.Staying attuned to financial markets, news and emerging opportunities.

**Requirements**:

- Applicable Singaporeans only
- Polytechnic Diploma/Degree holders in any related field.
- Demonstrated proficiency in strategic roles or similar positions.
- In-depth knowledge of industry dynamics, markets, and regulations.
- Exceptional interpersonal and communication skills.Relevant industry certifications are advantageous.

Job Scope:

- As a Solution Strategist, you’ll play a crucial role in shaping individuals’ success. Your responsibilities include crafting effective strategies, staying informed on industry dynamics, and building lasting client relationships.



  • singapore, northeast, singapore beBeeStrategist Full time

    Job Title: Portfolio StrategistThis is a high-level role that focuses on aligning business objectives with project initiatives to maximize value.About the Role:


  • Singapore beBeeInsurance Full time

    Lead Affinity Portfolio StrategistThis role oversees the development and growth of affinity portfolios across various key products, including extended warranty insurance, auto & finance insurance, ADP & screen cover insurance, payment protection insurance, contingency (sports & event cancellation) insurance, pet insurance, and personal accident insurance.


  • Singapore Global Finance-Danny Full time

    About the Role As a Junior Portfolio Strategist , you will begin your journey into the world of investment strategy and private wealth management. This role is designed for fresh graduates or diploma holders looking to build a prestigious and impactful career in managing investment portfolios and advising clients on long-term financial growth. You'll work...

  • Portfolio Strategist

    2 weeks ago


    Singapore beBeeInvestment Full time

    Portfolio StrategistWe are seeking an experienced Portfolio Strategist to join our team. As a key member of our investment team, you will be responsible for managing investment portfolios for high net worth clients, focusing on macroeconomic strategies across interest rates, private & public equities, and corporate credits.The ideal candidate will have over...


  • Singapore beBeePortfolio Full time

    Job SummaryAn experienced International Portfolio Strategist is sought to develop and implement investment strategies for high-net-worth individuals, families, and institutions.Key Responsibilities:Develop and implement comprehensive investment plans for offshore portfolios, ensuring alignment with clients' risk tolerance and investment goals.Determine...


  • Singapore beBeePortfolio Full time

    Unlock a world of possibilities as a Quantitative Portfolio Strategist at our organization.We develop and deploy systematic financial strategies across various asset classes and global markets, generating high-quality predictive signals (alphas) through our proprietary research platform. Our goal is to identify market inefficiencies and create a balanced,...


  • Singapore beBeePortfolio Full time

    Job Title: Investment Portfolio StrategistAre you a sales professional with a knack for building strong client relationships? Do you have experience in transactional banking and a passion for delivering exceptional service?We are seeking an experienced Investment Portfolio Strategist to join our team. As a key member of our corporate and individual banking...


  • Singapore beBeeInvestment Full time

    At our organization, we specialize in systematic quantitative investment strategies that operate globally. Our team of researchers and financial professionals employ statistical models to generate exceptional investment returns. We are passionate about applying scientific and mathematical methods to analyze and solve problems in the global financial...


  • Singapore beBeeInvestment Full time

    Job Description:We are seeking a skilled Financial Portfolio Strategist to join our team. As a key member of our investment department, you will be responsible for developing and implementing comprehensive financial plans that meet client objectives and financial goals.Key Responsibilities:Project Planning and Execution: You will plan, schedule, and execute...


  • Singapore beBeeStrategy Full time

    Job Title: Senior Portfolio StrategistJob Summary:The successful candidate will be responsible for the coordination and facilitation of strategy establishment and execution for a specific line of business. This is a senior leadership role that requires strong business acumen in portfolio analysis, strategic planning, and execution.Key...