Strategic Portfolio Manager

2 weeks ago


Singapore This is an IT support group Full time

We are seeking a highly skilled Strategic Portfolio Manager to join our team. In this role, you will be responsible for managing and growing a portfolio of onshore clients.


Key Responsibilities:
Provide expert financial advice on a variety of products and services, including investment and wealth management.
Maximize new business opportunities and deepen existing customer relationships
Build and maintain strong, long-term relationships with clients
To actively acquire and grow Assets Under Management (AUM) to elevate your earning potential.

Stay informed of market trends and industry developments to ensure clients receive the best possible advice.

Ensure compliance with all rules set by regulatory authorities and comply with Anti-Money Laundering (AML) regulations.


Requirements:
Min 2 years of experience within Premier Banking
CMFAS certifications
Self-motivated, with strong sales drive and energy
Proven track record in sales or demonstrated ability to achieve strong sales performance.
Pleasant disposition with excellent interpersonal and communication skills and customer service orientation.
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