Position Description
We seek a dynamic and results-driven professional with expertise in Client Portfolio Manager (CPM) to lead the expansion of our institutional client base and investment capabilities in Singapore and ASEAN markets. Depending on the successful candidate’s background and strengths, this role will drive client acquisition, enhancing investment solution offerings, and/or diversifying investment strategies. The individual will be responsible for deepening relationships with banks, insurance companies, corporates and large-scale investors, while supporting the firm’s global growth strategy. The ideal candidate will combine strategic vision with hands-on execution to diversify revenue streams, broaden product capabilities, and enhance cross-border business development.
This role presents an exciting opportunity to work alongside a high-calibre team to deliver innovative cross-border investment solutions, with strong potential for long-term career development and advancement.
Key Areas of Responsibilities
- Design and execute a targeted sales and investment strategy to acquire and retain institutional clients, with a focus on Singapore and ASEAN markets.
- Lead the promotion of the firm’s investment products, including equities, fixed income, multi-asset strategies.
- Conduct deep-dive analysis of client portfolios to align offerings with their investment objectives, regulatory constraints, and risk appetite.
- Monitor macroeconomic trends, regulatory changes, and competitor activity to identify growth opportunities.
- Develop tailored pitch books, thought leadership content, and client-specific proposals to articulate value propositions.
- Maintain CRM tracking to optimize client engagement and pipeline management.
- Partner with investment, product, and compliance teams to ensure seamless delivery of client solutions.
- Deliver regular updates to senior management on sales and investment metrics, client feedback, and market penetration progress.
Requirements
- Bachelor’s degree or above in Finance, Business, Economics or related fields.
- At least 3 years of institutional sales, CPM or Investment Specialist experience in asset management, private banking, or investment services, with a proven track record in servicing Singapore, ASEAN and international clients and deep understanding of institutional investor needs.
- Existing network across banks, insurers, corporates, or sovereign wealth funds is highly advantageous.
- Strategic mindset: Ability to translate market insights into actionable business plans.
- Entrepreneurial drive to thrive in a fast-paced, growth-oriented environment.
- Exceptional communication skills with fluency in English and Mandarin (written and spoken) due to need to liaise with various stakeholders (including Chinese clients).
- Proficiency in CRM systems, Bloomberg, and advanced PowerPoint/Excel for data-driven storytelling is preferred.
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