Client Portfolio Director

5 days ago


Outram, Singapore InvestCloud Full time

**Key Responsibilities**
- Manage a portfolio of clients and the associated programs & projects of work.
- Grow the client accounts with the sales team, leveraging their knowledge and relationships.
- Network build and maintain relationships with clients with a focus on long term productive relationships.
- Identify up sell opportunities within the existing InvestCloud APAC client base through structured plans and approach to increase product offering in existing client base.
- Strategy build and create specific client account strategy ensuring its synergy with InvestCloud product roadmap.
- Drive and deliver a product road map with internal and external stakeholders, regular C-level interaction at top tier banks and insurance companies.
- Mentoring and guidance to the project & delivery teams to optimize overall productivity, skills and knowledge
- Stakeholder management both internal and external throughout the client projects.
- Support the delivery of country and regional level programs using continuous and Agile methodology.
- Focus on risk management, identify and mitigate risk and issues.
- Collaborate with internal teams to shape and define business proposals and statements of work.
- Work with the client delivery team focused on APAC implementation projects.

**Requirements**:

- Education Degree in Information Systems, Business Administration, Finance or other related fields from a well-recognized University
- Industry Experience 10 years + of relevant experience within Wealth Management & Insurance
- Technical Insight Knowledge of AGILE project/program management methodology and experience of digital delivery.
- Experienced in identifying opportunities within your portfolio of clients
- Excellent presentation, verbal and written communications skills.
- Focus on risk management, identify and mitigate risk issues and ensure the team is able to implement and follow solutions designed.
- Must have a strong sense of work commitment and should be able to handle - in fact, really enjoy - a fast-paced project environment.



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