Investment Specialist & Portfolio Architect

Focal Search Pte Ltd; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A financial services company in Singapore is seeking a professional to manage client portfolios and assess trades for various assets including equities and bonds. Responsibilities also include conducting due diligence, developing investment strategies, and communicating with investment managers. The ideal candidate will need to proactively determine client needs and present investment opportunities. Collaboration with outside partners is essential for success in this role.

Responsibilities

• Assess and carry out trades for client portfolios, funds, and model strategies.
• Trade equities, bonds, futures, options, structured notes, ETFs, and more.
• Manage clients' portfolios to fulfill client objectives.
• Investigate markets, ETFs, stocks, bonds, and managers in-depth.
• Be a trusted advisor by determining the needs of clients.

Job description

A financial services company in Singapore is seeking a professional to manage client portfolios and assess trades for various assets including equities and bonds. Responsibilities also include conducting due diligence, developing investment strategies, and communicating with investment managers. The ideal candidate will need to proactively determine client needs and present investment opportunities. Collaboration with outside partners is essential for success in this role.