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Portfolio Manager
Company
PINNACLE CONSULT PTE. LTD.
Location
singapore, singapore
Type
Full-time
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.
Collaboration:
Working with team members to enhance sales performance and client engagement.
Client Advisory:
Assisting clients with financial planning, including retirement, estate planning, and tax minimization strategies.
Portfolio Analysis:
Reviewing client portfolios to recommend asset allocation changes in line with market conditions and risk tolerance.
Relationship Management:
Building and strengthening relationships with high-net-worth clients, serving as a primary point...
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