Portfolio Relationship Manager
3 weeks ago
Job Description
About this role:
Wells Fargo is seeking a Portfolio Relationship Manager (Credit Product Specialist) in our Channel Finance group as part of Wells Fargo Commercial Capital.
In this role, you will:
- Lead or participate in building and maintaining effective relationships with existing clients of Wells Fargo Channel Finance in APAC region
- Partner with coverage teams within the context of individual deals and client relationships to understand clients’ businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
- Independently review and analyze moderately complex client portfolios or partner with peers, SMEs or Sr. peers on more complex portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral and enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
- Perform monthly portfolio reviews to track clients’ financial performance, facility utilizations, and lead problem loan resolutions, where applicable
- Review and analyze customer’s credit facility limit change requests and manage the end-to-end interim credit facility limit change approval process including but not limited to preparing and raising short form temporary credit facility limit change request, obtaining proper credit approval, updating the relevant systems of record, and negotiating/executing required legal documents
- Collaborate and consult with peers and functional partners to resolve client servicing requests and inquiries related to their product
- Independently resolve moderately complex situations while developing a sound understanding of policies, procedures, and compliance requirements to meet business objectives and partner with senior peers for more complex issues
- Partner with product management functional partners to provide feedback on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
- Contribute to large-scale planning related to a given product and/or specialty’s business objectives
Required Qualifications:
- 4+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience in trade credit or specialized lending relationship management, or credit portfolio management
- Fluent in spoken and written Japanese and English required (additional language as Chinese would be plus) due to need for engaging with regional clients
Desired Qualifications:
- BA/BS in Business Admin. Accounting, Economics, Finance, or related disciplines
- Channel Finance/Trade Finance/Supply Chain Finance/Factoring knowledge
- Commercial or corporate banking relationship management experience
- Commercial credit training in any major banks highly preferred
- Financial Statement Analysis training and experience
- Proficient in MS Office: Excel, Word, and PowerPoint
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills.
- Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important.
- Ability to work in a fast-paced deadline driven environment.
Tell employers what skills you have
Credit
Approval Process
Relationship Management
Value Analysis
Risk Management
Channel
Trade Finance
Product Management
Underwriting
Portfolio Management
Capital
Japanese
-
Portfolio Relationship Manager
4 weeks ago
Singapore WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a skilled professional to join our Channel Finance group as a Portfolio Relationship Manager (Credit Product Specialist). In this role, you will be responsible for building and maintaining effective relationships with existing clients in the APAC region.Key Responsibilities:Lead or participate in building and...
-
Portfolio Relationship Manager
3 weeks ago
Singapore WELLS FARGO BANK, NATIONAL ASSOCIATION Full timeRoles & ResponsibilitiesAs a Portfolio Relationship Manager at Wells Fargo, you will be responsible for leading or participating in building and maintaining effective relationships with existing clients of Wells Fargo Channel Finance in the APAC region.You will partner with coverage teams within the context of individual deals and client relationships to...
-
Senior Portfolio Relationship Manager
1 day ago
Singapore WELLS FARGO BANK Full timeJob OverviewWe are seeking a highly skilled Senior Portfolio Relationship Manager to join our team in the APAC region. As a key member of our Channel Finance group, you will be responsible for building and maintaining strong relationships with our existing clients.Job DescriptionIn this role, you will lead or participate in building effective relationships...
-
Portfolio Manager
2 days ago
Singapore WELLS FARGO BANK Full timeAbout this role:We are seeking a skilled Portfolio Manager to join our Channel Finance team at Wells Fargo Commercial Capital.As a Portfolio Manager, you will lead or participate in building and maintaining effective relationships with existing clients of Wells Fargo Channel Finance in the APAC region.You will partner with coverage teams to understand...
-
Portfolio Relationship Manager
2 months ago
Singapore Wells Fargo Full timeAbout this role: Wells Fargo is seeking a Portfolio Relationship Manager (Credit Product Specialist) in our Channel Finance group as part of Wells Fargo Commercial Capital. In this role, you will: Lead or participate in building and maintaining effective relationships with existing clients of Wells Fargo Channel Finance in APAC region Partner with...
-
Portfolio Relationship Manager
1 week ago
Singapore Wells Fargo Full timeAbout this role: Wells Fargo is seeking a Portfolio Relationship Manager (Credit Product Specialist) in our Channel Finance group as part of Wells Fargo Commercial Capital. In this role, you will: Lead or participate in building and maintaining effective relationships with existing clients of Wells Fargo Channel Finance in APAC region Partner with...
-
Investment Portfolio Manager
3 weeks ago
Singapore ST. JAMES'S PLACE (SINGAPORE) PRIVATE LIMITED Full timeJob SummaryWe are seeking a highly skilled Investment Manager to join our team at St. James's Place (Singapore) Private Limited. As an Investment Manager, you will be responsible for delivering accurate and timely portfolio performance analysis reports. Your key duties will include monitoring performance indicators for investment portfolios, calculating...
-
Portfolio Relationship Manager
2 weeks ago
Singapore Wells Fargo Full timeWells Fargo is seeking a Portfolio Relationship Manager (Credit Product Specialist) in our Channel Finance group as part of Wells Fargo Commercial Capital. Please note this position is in Singapore. While the required work visa/permit will be provided, there won't be any relocation assistance. In this role, you will: Lead or participate in building and...
-
Senior Portfolio Manager
4 weeks ago
Singapore DBS Bank Limited Full timeBusiness FunctionAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and aspirations. With a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide our customers with tailored financial solutions to...
-
Investment Portfolio Manager
2 days ago
Singapore Flintex Consulting Pte Ltd Full timeJob DescriptionWe are a family office for a local ship bunker in Singapore, with an investment arm that caters to High Net Worth individuals and institutions.Role SummaryThis is a full-time on-site role for an Investment Client Relationship professional located in Singapore.The Investment Client Relationship will be responsible for managing and servicing a...
-
Strategic Portfolio Manager
3 weeks ago
Singapore STAFFLINK SERVICES PRIVATE LIMITED Full timeRole OverviewAs a key member of the team at Stafflink Services Pte Ltd, the Business Development Manager will be responsible for managing a dedicated portfolio of clients and providing comprehensive support to ensure their investment needs are met. This role requires strong relationship-building skills, as well as the ability to provide informed advice and...
-
Investment Portfolio Manager
4 weeks ago
Singapore WilsonHCG Singapore Full timeInvestment Associate/Senior AssociateWe are seeking a highly skilled Investment Associate/Senior Associate to join our Financial Services team. As a key member of our team, you will be responsible for managing a significant investment portfolio focused on global trends such as the digitization of commerce and infrastructure.Key Responsibilities:Investment...
-
Senior Portfolio Manager
4 weeks ago
Singapore DBS Bank Limited Full timeUnlock Your Potential with DBS Bank LimitedAs a leading bank in Asia, DBS Consumer Banking Group is poised to help our customers achieve their goals and aspirations. Our comprehensive range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans, is designed to cater to the unique needs of our clients...
-
Relationship Manager
3 weeks ago
Singapore RANDSTAD PTE. LIMITED Full timeKey ResponsibilitiesAs a key member of the team at RANDSTAD PTE. LIMITED, you will be responsible for engaging, prospecting, and managing a portfolio of clients across insurance and investment portfolios. This is a branch client-facing sales position where you will focus on building strong business relationships with clients and delivering excellent customer...
-
Investment Portfolio Manager
3 weeks ago
Singapore DELIAN PTE. LTD. Full timeJob Title: Portfolio Manager Roles and Responsibilities: Portfolio Management:Delian Pte. Ltd. is looking for an experienced Portfolio Manager to oversee the overall management of our investment portfolio, encompassing equity, structured products, and funds. The ideal candidate will possess strong analytical skills and the ability to assess risk and...
-
Sales Portfolio Manager
6 days ago
Singapore PRESTIGE SOLUTIONS PTE. LTD. Full timeAbout Prestige SolutionsPrestige Solutions PTE. LTD. is a leading provider of innovative solutions.Job OverviewWe are seeking an experienced Sales Portfolio Manager to join our team in Singapore.Salary Range: SGD 80,000 - SGD 120,000 per annumAbout the RoleThe successful candidate will be responsible for managing a portfolio of accounts, developing positive...
-
Senior Portfolio Manager
4 weeks ago
Singapore LMA Full timeWe are seeking a seasoned professional to join our team at LMA, where you will be responsible for providing tailored investment advice and monitoring client portfolios.Key responsibilities include:Developing and implementing wealth management strategies to grow client relationships and drive business growth.Collaborating with cross-functional teams to design...
-
Strategic Portfolio Manager
1 day ago
Singapore WilsonHCG Singapore Pte. Ltd. Full timeAbout the RoleWe are seeking a highly skilled Investment Associate/Senior Associate to join our Financial Services team in Singapore. As a key member of our team, you will be responsible for managing a significant investment portfolio focused on global trends and investing in companies across various sectors.Key Responsibilities:Investment Analysis: Identify...
-
Relationship Manager
3 weeks ago
Singapore ALTI WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesJOB DESCRIPTION Maintain and further develop the existing client relationships designated under your care. Deliver and upkeep top quality KYC & Investment Profiling on all your clients and ensure records are kept and updated frequently and as timely as possible. Ensure clear and proactive communication within the team, as well as...
-
Portfolio Manager
3 weeks ago
Singapore CHUBB ASIA PACIFIC PTE. LTD. Full timeRoles & ResponsibilitiesThe Portfolio Manager provides oversight of a portfolio of change initiatives. They collaborate with leaders and stakeholders from cross-functional teams to ensure change activities are coordinated and executed to achieve strategic objectives.This includes establishing and maintaining the portfolio, articulating the strategic...