Investment Executive

PINNACLE CONSULT PTE. LTD.

Singapore, Singapore
Constructing and optimizing investment portfolios
Conducting financial modeling and valuation
Managing middle office documentation and compliance
The role involves constructing and optimizing investment portfolios while conducting comprehensive financial modeling and research

Job Summary

  • The role involves constructing and optimizing investment portfolios while conducting comprehensive financial modeling and research.
  • Candidates will serve as a primary point of contact for high-net-worth clients, offering advice on retirement, estate planning, and tax minimization.
  • The position requires managing middle office operations, ensuring regulatory compliance, and actively prospecting for new business opportunities.

Matching Summary

Match Score: 85

The role involves constructing and optimizing investment portfolios while conducting comprehensive financial modeling and research.

Skills & Requirements

Must-have

  • Constructing and optimizing investment portfolios
  • Conducting financial modeling and valuation
  • Managing middle office documentation and compliance
  • Building relationships with high-net-worth clients
  • Providing market updates and competitor analysis

Nice-to-have

  • Enhancing sales performance and client engagement
  • Supporting firm's client acquisition goals
  • Assisting with retirement and estate planning strategies

Key Requirements

  • Experience in portfolio management and financial analysis
  • Knowledge of financial regulations and compliance standards
  • Strong relationship management skills for high-net-worth clients

Work Rights

Not specified

Tailored Resume

Cover Letter