Client Portfolio Manager, Private Bank Client Portfolio Manager, Private Bank …

The Edge Partnership
in Singapore
Permanent, Full time
Last application, 18 Jan 22
Excellent Package
The Edge Partnership
in Singapore
Permanent, Full time
Last application, 18 Jan 22
Excellent Package
Posted by:
Gerda Lau • Director, Private Banking Headhunter
Posted by:
Gerda Lau
Director, Private Banking Headhunter
Our client is a well establish Private Bank with solid Global presence, looking to for an experienced client portfolio specialist. You will be working closely with a team of Portfolio Advisors and Private Bankers in promoting and driving the DPM business across the region.

Some of the key responsibilities will include:

  • Actively promote and drive the marketing effort for the DPM business across the region.
  • Collaboration with investment and relationship manager in conducting client portfolio reviews and to analyse and track bankers’ AUM and PM penetration for APAC.
  • Proactively developing the business and pitching ideas to clients .
  • Regular updates of marketing materials, client presentation and proposal for the DPM team.
  • Perform portfolio, performance attribution and contribution analysis .
  • Increase the bank’s sustainability branding and responsible in developing ESG products.

To be eligible for this role you will require:

  • Possesses 5-10 years of experience in the managing client relationships, preferably with private banks or fund management (AVP/VP/SVP level).
  • Broad investment product knowledge and analytical skills covering Fixed income, equities, FX etc.
  • Proficient in Bloomberg and Microsoft Office tools, especially Excel and Powerpoint .
  • Strong analytical and financial skills, attention to detail is mandatory.
  • Team player, well-organized.
  • Ability to speaking a second language a plus.

Please contact Gerda Lau or email your cv directly in word format to frontoffice@theedgepartnership.com.

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days, we regret to inform you that your application for this position was unsuccessful.

EA Licence: 16S8131
Recruiter Licence: R1550679

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