Investment Executive

PINNACLE GLOBAL ASSETS PTE. LTD.

Singapore
**
Constructing investment portfolios
Financial modeling and valuation
Client relationship management
** PINNACLE GLOBAL ASSETS PTE. LTD. is seeking an Investment Executive in Singapore to manage investment portfolios, conduct financial analysis, and provide client advisory services. The ideal candidate will possess strong analytical skills, experience in portfolio management, and excellent relationship-building abilities. **

Job Summary

  • The role involves constructing and optimizing investment portfolios while conducting comprehensive financial modeling and valuation.
  • Candidates will serve as a primary point of contact for high-net-worth clients, providing advisory on retirement and estate planning.
  • The position requires managing middle office operations, ensuring regulatory compliance, and supporting firm-wide client acquisition goals.

Matching Summary

Match Score: 75

** PINNACLE GLOBAL ASSETS PTE. LTD. is seeking an Investment Executive in Singapore to manage investment portfolios, conduct financial analysis, and provide client advisory services. The ideal candidate will possess strong analytical skills, experience in portfolio management, and excellent relationship-building abilities. **

Skills & Requirements

Must-have

  • Constructing investment portfolios
  • Financial modeling and valuation
  • Client relationship management
  • Market research and analysis
  • Compliance with financial regulations

Nice-to-have

  • High-net-worth client engagement
  • Sales performance enhancement
  • Tax minimization strategies
  • Estate planning expertise
  • Competitor analysis skills

Key Requirements

  • Experience in portfolio management
  • Knowledge of financial regulations
  • Strong analytical and research skills

Work Rights

Not specified

Tailored Resume

Cover Letter