Portfolio Solutions Specialist #105326

  • Competitive
  • Singapore
  • Permanent, Full time
  • Credit Suisse Asia
  • 19 Nov 17 2017-11-19

Portfolio Solutions Specialist #105326

We Offer

  • Coverage of the SEA markets and focusing on sales and retention of discretionary & advisory mandates.
  • You will be meeting with HNW and UHNW clients to market the solution shelf, structure the appropriate or proper solutions for their needs, and review the portfolios.
  • You will deliver proposals and review materials customized for UHNW clients.
  • You would provide ongoing investment recommendations to clients tagged to the team for advisory mandates and deliver the after-sales services.
  • You are collaborating with internal business partners (Market Heads, RMs, ICs) for the acquisition and retention of mandates.
  • You would be developing and implementing regular and ad-hoc sales initiatives to support the Greater China market.
  • Partnering with the investment management team to develop new solutions and adapt existing ones with a view to achieve improved or increased sales traction.
  • You are going to conduct training and education to internal business partners.
  • Participating in various strategic projects to drive the development of the business.


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You Offer
  • You should have a successful track record of working with large Private Banking and/or Institutional clients.
  • You possess at least 10 years financial markets experience.
  • You have an academic background in Finance/Investments or related discipline.
  • You have sound or deep knowledge of financial markets and investment management.
  • You have excellent presentation skills with strong stage presence.
  • Your fluency in Bahasa Indonesia/Melayu will be a plus. This role will also cater Indonesian and Malaysian market.