Client Portfolio Manager

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans across asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams located around the...

**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...

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...

**I. The Portfolio Manager (GSM) is expected to manage a portfolio of client studies and/or assume special assignments including but not limited to: department liaison, mentoring responsibilities, leading process improvement projects, leading initiatives with departmental impact and beyond, etc.** **For the part related to managing a portfolio of studies,...

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...

**DPM Client Portfolio Manager (Vice President)** **-** **(**2500008N**)** **Description** Bank of Singapore opens doors to new opportunities. Start your career with Bank of Singapore as a **DPM Client Portfolio Manager (Vice President).** At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a...

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...

Roles & ResponsibilitiesJob SummaryResponsible for managing investment portfolios on behalf of clients, making informed investment decisions, and ensuring alignment with clients' financial goals and objectives.Key Responsibilities1. Portfolio Construction: Develop and implement investment strategies, selecting suitable assets and allocating investments...