Senior 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...

**Responsibilities**: - Review clients portfolio regularly and suggest trade ideas, ideas for enhancement of portfolio return for clients and monitor portfolios for rebalancing purposes - Transpose portfolio manager’s orders to systems, making sure they are executed according to the procedures in place - Monitor adherence of funds and client portfolios to...

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...

We are looking for a Senior Analyst, Portfolio Management to join our client’s team, responsible for driving portfolio performance and supporting strategic investment decisions across the business. Our client is a rapidly expanding self-storage provider and part of a private equity-backed portfolio, entering an exciting growth phase. You’ll work closely...

Job Title: Senior Outsourcing Portfolio ManagerAre you a results-driven professional with a passion for delivering exceptional client experiences? We are seeking an experienced and dynamic leader to oversee our outsourcing service portfolio in accounting, payroll, and corporate compliance.This role is ideal for professionals who have a strong background in...

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...

Job Title: Relationship ManagerWe are expanding and seeking professionals who are passionate about people, personal growth, and long-term career advancement. This is a client-facing role where you will be trained to manage and grow client portfolios, build strong relationships, and offer tailored service solutions.Whether you are a fresh graduate or making a...

**Position Purpose**: - The Senior Portfolio Manager /Portfolio Manager is part of DPM equity team and is mainly responsible for the global equity mandates. This include portfolio construction of the model portfolio, ensuring relative good performance and portfolio attribution of the portfolio - The Portfolio Manager has a secondary role to do portfolio...