Investment Executive

J.S.F

Singapore
Not specified
Constructing investment portfolios
Financial modeling and valuation
Client relationship management
J.S.F is seeking an Investment Executive in Singapore to manage investment portfolios, conduct financial analysis, and enhance client relationships. The ideal candidate will have strong analytical skills and experience in portfolio management, client advisory, and compliance

Job Summary

  • The role involves constructing and optimizing investment portfolios while conducting comprehensive financial modeling and valuation.
  • Candidates will serve as primary points of contact for high-net-worth clients, providing advisory on retirement and estate planning.
  • Success requires building strong relationships with clients and supporting the firm's client acquisition goals through prospecting.

Matching Summary

Match Score: 85

J.S.F is seeking an Investment Executive in Singapore to manage investment portfolios, conduct financial analysis, and enhance client relationships. The ideal candidate will have strong analytical skills and experience in portfolio management, client advisory, and compliance.

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

  • Prospecting new clients
  • Tax minimization strategies
  • Estate planning expertise
  • Sales performance enhancement

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter