Investment Executive

PINNACLE GLOBAL ASSETS PTE. LTD.

D05 Clementi New Town, Hong Leong Garden, Pasir Panjang, 91 WEST COAST VALE TWIN VEW 126755
Sgd 4,000 - 6,000 / monthly pm
On-site
Client acquisition
Valuation
Sales growth
Pinnacle Global Assets Pte. Ltd. is seeking an Investment Executive to manage and optimize investment portfolios, conduct financial analyses, and support client advisory efforts. The role emphasizes relationship management with high-net-worth clients and involves collaboration to enhance sales performance

Job Summary

  • Key Responsibilities and Skills Portfolio Management: Constructing and optimizing investment portfolios, as well as conducting, performing, and reviewing investment strategies
  • Analytical Tasks: Conducting financial modeling, valuation, and research on investment performance
  • Operational Support: Managing the middle office, documentation, and compliance with financial regulations

Matching Summary

Match Score: 85

Pinnacle Global Assets Pte. Ltd. is seeking an Investment Executive to manage and optimize investment portfolios, conduct financial analyses, and support client advisory efforts. The role emphasizes relationship management with high-net-worth clients and involves collaboration to enhance sales performance.

Salary

SGD 4,000 - 6,000 / Monthly

Skills & Requirements

Must-have

  • Client Acquisition
  • Valuation
  • Sales Growth
  • Administration
  • Performing

Nice-to-have

  • Portfolio Management
  • Financial Modeling
  • Investment Performance
  • Bonds
  • Portfolio Optimization
  • Fixed Income
  • Equities
  • Conducting

Key Requirements

  • Minimum 1 years experience

Work Rights

Tailored Resume

Cover Letter