Client Portfolio Specialist

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans across asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams located around the...

**Client Portfolio Manager** **Role Requirements** - Build and maintain client relations - Work with internal departments to engage audiences and clients - Meet and exceed KPIs and sales targets - Manage an existing client portfolio - Demonstrate of business product offering and value proposition - Conduct regular reviews on client’s portfolio - Working...

Investment Portfolio Specialist The Investment Portfolio Specialist plays a pivotal role in supporting the investment team to monitor clients' portfolios and provide valuable insights to senior managers. This position offers an opportunity for on-the-job learning, with comprehensive training programs tailored to individual needs. Key Responsibilities: ...

Are you passionate about helping individuals and families achieve their financial goals? Do you thrive in a dynamic environment where your skills in financial planning and client relationship management can shine? If so, we want you to join our team as a Financial Adviser. **About Us**:We are a leading financial services firm based in Singapore, dedicated...

**Who we’re looking for** We’re looking for someone to join the APAC Portfolio Compliance Change team as a Portfolio Compliance Lead Specialist / Specialist. The Portfolio Compliance Team is an essential part of the Schroder control environment, supporting Investment Teams to ensure effective pre and post trade mandate restriction monitoring and...

Job Title: Clientside Support Specialist We are looking for a motivated and organized professional to join our team as a Clientside Support Specialist. As a key member of our client-facing support capacity, you will gain hands-on experience in investment execution, portfolio administration, and day-to-day relationship management. Responsibilities: ...

**Location** - Singapore, East**Job Type** - Permanent**Salary** - $3,000 - $5,000 Per Month**Date Posted** - 37 minutes agoAdditional Details **Job ID** - 121700**Job Views** - 1Roles & Responsibilities **The Role** **You will be responsible for**: - Acquiring and managing relationships with corporate and institutional clients in your area of focus to...

Job Summary: We are seeking an experienced Investment Portfolio Specialist to support our investment team in managing investment products and analyzing portfolio performance. About the Role: The successful candidate will be responsible for providing administrative support to the investment manager, including cash flow projection, cash management, and...

Investment Portfolio Specialist Implement investment strategies to align with client objectives. Monitor portfolio performance and make adjustments as necessary, in collaboration with Compliance experts. Collaborate with Portfolio Managers on strategic rebalancing of portfolios. Assist in

**Who we’re looking for** We’re looking for someone to join the APAC Portfolio Compliance Change team as a Portfolio Compliance Lead Specialist / Specialist, based in either Hong Kong or Singapore. The Portfolio Compliance Team is an essential part of the Schroder control environment, supporting Investment Teams to ensure effective pre and post trade...