Client Portfolio Manager

6 days ago


Singapore WilsonHCG Singapore Pte. Ltd. Full time

We are partnering with a renowned global fund manager, recognized for their robust ESG initiatives worldwide. They are seeking a Client Portfolio Manager (Investment Specialist) based in Singapore to drive their Sustainable Investing efforts.

The Sustainable Investing Client Portfolio Manager team plays a crucial role in presenting the company's Sustainable Investing strategy and products to internal and external clients.

Key responsibilities include:

- Explaining and presenting Sustainable Investing approaches to clients
- Transferring knowledge on sustainable investing to help clients develop strategies and solutions
- Tracking client satisfaction on Sustainable Investing
- Collaborating with various teams, including Sustainable Investing research, Active Ownership, investment teams, and Sales & Marketing
- Presenting to existing and potential clients, distribution partners, and speaking at conferences on Sustainability Investing

**Responsibilities**:

- Represent the company's Sustainable Investing products and solutions in external forums
- Provide feedback on client requests and research paper topics
- Create marketing and educational materials, including presentations, white papers, and other publications
- Collaborate with client-facing professionals to effectively service and grow the business globally

**Requirements**:

- Masters/ Bachelors level university degree, preferably in sustainable finance or sustainable economics
- Minimum 5 to 10 years of relevant working experience in the financial services industry
- Experience in and solid knowledge of sustainable investing required
- Proven commercial drive, investment expertise, and ability to present specialist knowledge convincingly
- Excellent communication and presentation skills
- Fluency in English and preferably one other language
- CFA or equivalent accreditation preferred
- Robust understanding of investment approaches across asset classes
- Entrepreneurial drive and ability to work cooperatively as a team player



  • Singapore Amas Organisation Full time

    **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...


  • Singapore REPS BIZ PTE. LTD. Full time

    Unlock Career Potential as a Client Portfolio ManagerWe are seeking an exceptional individual to manage client portfolios and drive growth in sales and servicing within the Financial Services sector.Client Portfolio Management: Develop and implement effective strategies to grow client portfolios and drive revenue.Relationship Building: Foster strong...


  • Singapore PRIME ASSET MANAGEMENT SERVICES Full time

    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...


  • Singapore Triton AI Pte Ltd Full time

    We are seeking a highly skilled Client Portfolio Manager to join our team in Singapore.About the RoleThe ideal candidate will have at least 5 years of experience in professional services account management or relationship management within corporate/fiduciary services. Experience with Cayman / VDI entities is preferred. The Client Portfolio Manager will be...

  • 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...


  • Singapore AMERICAN EXPRESS INTERNATIONAL INC. Full time

    Job Overview:We are seeking a Client Portfolio Lead to drive profitable growth for American Express' portfolio of managed accounts in Singapore. The successful candidate will be responsible for leading all aspects of client relationships, including strategic planning and execution.Key Objectives:Lead the development and implementation of annual and...


  • Singapore Bank of Singapore Full time

    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...


  • Singapore PERSOLKELLY SINGAPORE PTE. LTD. Full time

    Key ResponsibilitiesAs a Client Portfolio Executive at PERSOLKELLY SINGAPORE PTE. LTD., you will be responsible for managing client relationships, identifying new business opportunities, and driving sales growth.You will work closely with the project manager and director to achieve holistic objectives and deliver high-quality results. You will also be...

  • Portfolio Manager

    3 weeks ago


    Singapore WHITE SOCIETY PTE. LTD. Full time

    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...

  • Portfolio Manager

    3 weeks ago


    Singapore ARTE AURA PTE. LTD. Full time

    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...

  • Portfolio Manager

    7 days ago


    Singapore AT ASSET MANAGEMENT PTE. LTD. Full time

    We are seeking an experienced Fixed Income Portfolio Manager to manage portfolios focused on macroeconomic trends and fixed income securities. The Portfolio Manager will play a critical role in driving investment strategies, optimizing asset allocation, and ensuring the achievement of long-term financial goals for our clients. **Key Responsibilities**: -...

  • Portfolio Manager

    3 days ago


    Singapore AZIMUT INVESTMENT MANAGEMENT SINGAPORE LTD. Full time

    Primary responsibility is to maximize returns while minimizing risk, in accordance with the client's investment objectives and risk tolerance. As a portfolio manager, you will be responsible for overseeing and managing investment portfolios for clients or institutions. You will work closely with clients to understand their investment goals and risk...

  • Portfolio Manager

    7 days ago


    Singapore UBS Full time

    Singapore - Portfolio and fund management - Global Wealth Management **Job Reference #** - 266481BR **City** - Singapore **Job Type** - Full Time **Your role** - Do you enjoy analyzing complex situations to come up with a solution? Are you accustomed to juggling multiple stakeholders and topics at once? Are you extremely interested in financial markets...

  • Portfolio Manager

    3 days ago


    Singapore CAREER STORY PTE. LTD. Full time

    CAREER STORY PTE. LTD. has an exciting opportunity for a skilled Portfolio Manager to join our team.Key ResponsibilitiesThe successful candidate will be responsible for:Working closely with Relationship Managers to develop investment strategies and portfolio solutions for private banking clientsProviding investment advisory services to Private Banking...

  • Portfolio Manager

    2 days ago


    Singapore CW Talent Solutions Full time

    Full Time - Singapore - Posted 1 year ago Off the back of record year to date performance, our client, a globally recognised Hedge Fund, are seeking to hire highly talented and dynamic Portfolio Managers. **(Singapore/Remote options)** This opportunity will involve research, development and execution of systematic trading strategies for the quantitative...

  • Portfolio Analytics

    7 days ago


    Singapore SC CAPITAL PARTNERS PTE. LTD. Full time

    **Overview**: SC Capital Partners is a leading pan-Asian real estate investment manager, headquartered in Singapore. The Firm manages private equity real estate strategies on behalf of institutional investors (including sovereign wealth funds, pension funds, insurance groups and multi-managers) from North America, Europe, the Middle East and Asia Pacific....


  • Singapore INVESTBANQ PTE. LTD. Full time

    **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...

  • Portfolio Manager

    2 days ago


    Singapore CW Talent Solutions Full time

    Full Time - Singapore - Posted 2 days ago Are you a Portfolio Manager? Are you looking for your next career step? Why would you be interested? Join a strong team in a firm with a uniquely collaborative culture Join a firm with an already proven product Massive growth potential in a role that you can make your own Make a real difference with your impact...


  • Singapore RAINTREE ASSET MANAGEMENT PTE. LTD. Full time

    Job DescriptionAs a Portfolio Analyst at Raintree Asset Management Pte. Ltd., you will be responsible for evaluating and managing investment portfolios to ensure they meet the financial objectives of our clients or the organization.The role involves working closely with portfolio managers and other financial professionals to provide insights and...

  • Portfolio Manager

    7 days ago


    Singapore UBS Full time

    Singapore - Portfolio and fund management - Global Wealth Management **Job Reference #** - 266475BR **City** - Singapore **Job Type** - Full Time **Your role** - Are you constantly on the lookout for market investment opportunities? Are you passionate about managing money on behalf of clients, and enjoy discussing market outlook and portfolio performance...