Client Portfolio Manager

**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...

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...

Delivering exceptional client experiences is at the heart of this Client Relationship Manager role.About the Role:Serve as the primary point of contact for a portfolio of clients, ensuring a consistent and personalized service experience.This involves understanding each client's financial situation, goals, and priorities to deliver tailored recommendations...

Private Banking Executive RoleThis is an exciting opportunity to embark on a rewarding journey with our fast-growing Private Bank as a Private Banking Executive.About the Job:We are seeking a skilled and experienced professional to assist relationship managers in effectively managing client portfolios and optimizing the client experience.The successful...

Flexible working options Opportunity to make a positive impact A role that offers a breadth of learning opportunities Our Client are a team of driven and passionate individuals who finds joy in helping individual and families to address their concerns of dying too soon, outliving their income and assets, and avoid inevitable hazard along the way such as...

Roles & ResponsibilitiesRole SummaryThis role is pivotal in driving the strategic initiatives of the Equity business, in particular managing the Equity solutions offering and client relationships. The individual will report to the Head of Equities.Key Duties and Responsibilities· Represent the Equity team at clients' portfolio reviews, new business...

Job Description:We are seeking a highly skilled Client Relationship Manager to join our team. As a key member of the Client Relationship team, you will be responsible for managing a portfolio of corporate clients, maintaining high retention rates, and ensuring service excellence.This role involves relationship-building to support new business opportunities...

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...

**Job Summary** Responsible for managing investment portfolios on behalf of clients, making informed investment decisions, and ensuring alignment with clients' financial goals and objectives. **Key Responsibilities** 1. Portfolio Construction: Develop and implement investment strategies, selecting suitable assets and allocating investments across various...

We are seeking an experienced Fixed Income Portfolio Manager to manage portfolios focused on macroeconomic trends and fixed income securities. The Portfolio Manager will play a critical role in driving investment strategies, optimizing asset allocation, and ensuring the achievement of long-term financial goals for our clients. **Key Responsibilities**: -...