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Portfolio Consultant

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  • Date Listed 05/04/2018
  • Job Type Full-Time
  • Company Website linkedin.com/in/upstart-bizconsultancy-633961130
  • Company Name Upstart Biz Consultancy Pte Ltd
  • Education Level Diploma
  • The Portfolio Service Consultant will work closely with the Partners and Senior Client Advisors to manage, monitor, and maintain individual client portfolios.
  • Build and manage an AUM ( Asset under Management )
  • He/she will develop and research new strategy , business collaboration ideas for prosepcet clients
  • Meet with Senior Client Advisors to review and manage client portfolios and guidelines
  • Independently monitor and suggest changes to client portfolios
  • Champion the firm’s portfolio rebalancing models and ideas
  • Complete Special projects and achieve KPI as needed
  • Local Diploma or Degree Graduate
  • Good EQ, able to connect with People
  • Excellent written and oral communication skills
  • Client first attitude, professional , personal integrity
  • Ability to multi‐task and manage time effectively
  • Driven, Self‐motivated, confident, result‐oriented
  • Interested applicant, kindly send resume to upstart.hiring@gmail.com
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600 North Bridge Rd, Parkview Square, Singapore 188778
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