Account Manager

1 week ago


Singapore CLOUD RECRUITMENT PTE. LTD. Full time

**Cecil Street (Near Shenton Way or Raffles Place MRT)**
**10am - 6pm; M-F**
**PB + Bonus Sharing (Good Benefits + Yearly Increment)**
**14 Days Annual Leave
Join our dynamic team, a leading investment firm dedicated to delivering exceptional financial services to our clients. With a commitment to excellence and a focus on delivering superior results, we pride ourselves on building lasting relationships based on trust, integrity, and expertise. As we continue to expand our operations, we are seeking a talented Account Manager to join our team and play a crucial role in managing client portfolios with a focus on backend operations and portfolio optimization.

**Responsibilities**:

- Work closely with the investment team to analyze and optimize client portfolios based on investment objectives, risk tolerance, and market conditions.
- Conduct comprehensive portfolio reviews and performance analysis, identifying opportunities for improvement and implementing strategic changes as needed together with the Investment team.
- Monitor portfolio allocations and asset mixes to ensure alignment with investment guidelines and client preferences.
- Generate portfolio performance reports and present findings to internal stakeholders and clients as needed.
- Collaborate with internal teams, including compliance, operations, and client services, to ensure seamless execution of portfolio management processes.
- Stay informed about market trends, economic developments, and regulatory changes that may impact client portfolios, and provide recommendations for adjustment as necessary.

**Requirements**:

- Bachelor’s Degree in Finance, Economics or Business preffered
- Minimally with a Diploma in any discipline with one year of finance experience preferably.
- Previous experience in Investment Management, Wealth Management, Financial Advisory Roles or Banking preferred
- Good communication, interpersonal skills and is a team player
- Proficiency in Microsoft Office

Cloud Recruitment Pte Ltd (23C1888)

Sarah (R23112021)


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