Client Portfolio Specialist
4 days ago
The Client Portfolio Specialist will be responsible for managing a portfolio of Corporate Clients at Fullerton Health. This includes:
Key Responsibilities- Data entry and maintenance of Corporate Client databases, ensuring accuracy and up-to-dateness.
- Preparing monthly and ad-hoc Client reporting requirements, analyzing data and presenting insights in a clear and concise manner.
- Responding to Client enquiries through calls and emails, providing timely and professional assistance.
- Coordinating with internal stakeholders to resolve issues and perform service recovery when required.
- Drafting contract renewals and upsell services to existing clients, increasing revenue and building long-term relationships.
- A Diploma or Degree in a relevant discipline with 1-2 years of working experience.
- Prior experience in client servicing is highly valued.
- Detailed-oriented and proficient in handling complex data in MS Excel.
- Self-motivated and able to work independently as part of a team.
- Strong communication and interpersonal skills.
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Portfolio Event Specialist
2 days ago
Singapore PIMCO Full timeThe PIMCO APAC Client Operations team is seeking an exceptional candidate to fill the role of Portfolio Event Specialist. The ideal candidate will possess a strong background in portfolio event management, with a proven track record of managing complex projects and client interactions.As a Portfolio Event Specialist, you will work closely with Client...
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Client Portfolio Specialist
4 days ago
Singapore LMA Recruitment Full timeJob DescriptionLMA Recruitment is working with a well-established international bank to recruit a skilled relationship manager. In this role, you will be responsible for managing a diverse portfolio of clients, providing personalized advice on wealth management products, and promoting digital banking channels to reduce in-branch visits.About the Bank:The...
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Portfolio Strategy Specialist
4 days ago
Singapore Nomura Holdings, Inc. Full timeWe are looking for a highly skilled Portfolio Strategy Specialist to join our International Wealth Management Division in Singapore.As a Portfolio Strategy Specialist, you will work closely with RMs to develop and implement customized investment strategies for clients. Your key responsibilities will include advising on portfolio construction, identifying...
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Portfolio Advisory Specialist
4 days ago
Singapore OCBC Bank Full timeAbout the RoleThis is an exciting opportunity to join our team as a Portfolio Advisory Specialist. As a key member of our team, you will be responsible for providing portfolio advisory support to Relationship Managers (RMs) at OCBC Bank.Your primary responsibility will be to advise RMs on portfolio management and risk assessment. You will be responsible for...
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Portfolio Management Specialist
4 days ago
Singapore Hyppies Full timeAt Hyppies, we're on the lookout for a skilled Portfolio Management Specialist to join our team. As a key player in managing and growing our client portfolio, you'll be responsible for cultivating strong, lasting relationships with our clients.Key Responsibilities:Cultivate strong, lasting client relationships by understanding their unique needs.Ensure...
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Wealth Portfolio Specialist
6 days ago
Singapore SPO - JiaHao Full timeAt SPO - JiaHao, we're seeking a skilled Wealth Portfolio Specialist to join our team. As a Wealth Manager, you will play a vital role in helping clients plan and manage their financial portfolios.Key Responsibilities:Develop and implement tailored wealth management strategies for clientsProvide exceptional customer service and deliver premium advisory...
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Client Portfolio Manager
6 days ago
Singapore PRIME ASSET MANAGEMENT SERVICES Full timeRoles & ResponsibilitiesAre 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...
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Singapore Citibank N.A. Full timeCitibank N.A. is a leading global financial institution, and we are looking for a skilled Portfolio Optimization and Risk Management Specialist to join our team.The successful candidate will have experience in Delta One & Portfolio Financing and Optimization Trading, with a strong focus on risk management and revenue generation.Key Responsibilities:Optimize...
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Client Portfolio Manager
4 days ago
Singapore Acclime Full timeAbout AcclimeWe are a pan-Asian professional services firm dedicated to delivering exceptional advisory and implementation services to corporate clients expanding into and around the Asia-Pacific region.With a presence in 15 markets and a team of over 1,600 professionals, we are the fastest-growing firm in our sector.Job SummaryWe are seeking a highly...
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Client Service Specialist
4 days ago
Singapore Perennial HR Full timePerennial HR is seeking a Client Service Specialist to support Relationship Managers in managing a portfolio of high-net-worth clients. The successful candidate will deliver exceptional client service, handle administrative tasks, and ensure regulatory compliance.Key Responsibilities:The Client Service Specialist will serve as the primary point of contact...
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Client Portfolio Manager
4 days ago
Singapore Wearnes Singapore Full timeAbout the RoleWe are looking for a skilled and ambitious individual to fill the role of Leasing Consultant. As part of our team, you will be responsible for developing and servicing assigned client accounts, ensuring growth and profitability of the business portfolio.Key Responsibilities:Develop and service assigned client accounts to ensure growth and...
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Portfolio Growth Specialist
11 hours ago
Singapore Amgen SA Full timeKey ResponsibilitiesThe Portfolio Growth Specialist will be responsible for developing and executing product strategies to drive growth and meet business objectives.You will lead the collaboration with the cross-functional team to ensure the benefits to patients offered by Amgen products can be optimized.You will also engage and manage KOLs and Key Accounts...
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Client Portfolio Manager
11 hours ago
Singapore LMA Recruitment Singapore Pte Ltd Full timeAbout the RoleWe are seeking a skilled and results-driven Relationship Manager to join our team at LMA Recruitment Singapore Pte Ltd. The ideal candidate will have a proven track record in managing client relationships and driving business growth.The successful candidate will be responsible for building strong relationships with clients, understanding their...
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Client Portfolio Management Executive
1 day ago
Singapore Fullerton Health Full timeJob OverviewWe are seeking an experienced Client Portfolio Management Executive to join our team. The successful candidate will be responsible for managing a portfolio of corporate clients, providing administration support, and ensuring seamless client interactions.Key ResponsibilitiesManage a portfolio of corporate clients, including data entry,...
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Financial Portfolio Specialist
4 days ago
Singapore XINSHA HOLDING PTE. LTD. Full timeJob Description:We are seeking a highly skilled Financial Portfolio Specialist to join our team at XINSHA HOLDING PTE. LTD.Responsibilities:Assist in managing financial data and records for accurate reporting purposes.Support day-to-day accounting operations, including processing financial transactions and maintaining records.Prepare and update investment...
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Portfolio Management Specialist
6 days ago
Singapore DBS Bank Limited Full timeAt DBS Bank Limited, we offer a one-stop, full-service touch-point for total banking requirements, providing the highest level of personalised banking. Our team of dedicated investment advisors identifies opportunities in various asset classes and employs the best strategies and product vehicles to cater to each client's needs. We strive to build long-term...
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Investment Portfolio Specialist
4 days ago
Singapore Robert Walters Full timeRobert Walters is committed to creating a supportive and inclusive work environment, offering opportunities for growth and development. We value diversity and inclusivity, and are an equal opportunity employer.We are seeking a highly skilled Valuation Specialist to join our dynamic team. As a key member of our global infrastructure investment manager, you...
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Portfolio Growth Specialist
3 days ago
Singapore ASUS GLOBAL PTE. LTD. Full timeASUS GLOBAL PTE. LTD. is committed to delivering exceptional products that meet customer requirements. We are seeking a Portfolio Growth Specialist to lead our product development efforts and drive business expansion.The successful candidate will analyze market trends, formulate product positioning strategies, and define core functions. They will work...
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Premier Client Portfolio Manager
2 days ago
Singapore LMA Recruitment Singapore Pte Ltd Full timeCompany Profile: We are working with a reputable international bank that has a significant presence in Asia. The bank provides a broad spectrum of products and services catering to diverse customer needs, encompassing personal banking, business banking, and wealth management. They seek an accomplished relationship manager to oversee a portfolio of esteemed...
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Insurance Portfolio Specialist
4 days ago
Singapore Lenovo Full timeWe are seeking an experienced Insurance Portfolio Specialist to join our team at Lenovo. As a key member of our global insurance operations team, you will be responsible for managing Lenovo's insurance portfolio, ensuring compliance with regulatory requirements, and developing strategies to minimize risk.About the RoleThis role requires a strong...