Client Portfolio Manager

Role Overview:We are seeking an experienced and highly motivated Wealth Manager to join our team in Kuala Lumpur. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Qualifications:Bachelor's degree in Finance, Economics, Business...

Job SummaryThe role involves preparing portfolio risk reports on a timely and accurate basis for senior management, including Board Risk, Credit Committees, and Regulators. Additionally, the successful candidate will work closely with stakeholders to identify stress segments or pockets of opportunities to support risk and return...

In this role, you will be responsible for converting incoming client inquiries into actionable data within our client management system.Key ResponsibilitiesScreen and respond to client service emails with precision and speed.Categorize client inquiries, directing messages to appropriate team members while maintaining a high level of organization.Familiarize...

Skills and QualificationsTo succeed in this role, you will need to possess excellent communication, negotiation, and interpersonal skills. You will be able to build and maintain long-term client relationships based on trust and integrity. Additionally, you will have a proven track record of managing and growing a portfolio of high-net-worth clients. You will...

We're an international bank, committed to making a positive difference for our clients, communities, and each other. As a Senior Relationship Manager at Standard Chartered, you will be responsible for building and maintaining strong relationships with existing and potential clients, identifying business opportunities and providing expert advice on commercial...

About the RoleThe Portfolio Manager Specialist role at S&P Global, Inc. is responsible for overseeing trade settlement client relationships.The ideal candidate will provide excellent customer service and loan settlement services to our growing client base while adhering to strict deadlines and targets.Manage client portfolios/agency trades in our loan trade...

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other.About the RoleAs a Client Account Manager at Standard Chartered, you will be responsible for delivering exceptional client account management, proactively managing client...

Job DescriptionThe VP of Portfolio Management will lead the project management office in APAC and be responsible for all project launches and implementation across all countries within APAC.Main Duties:The successful candidate will execute strategic and operational agendas as directed by the Operations/Client Solutions team or any member of the APAC...

We are seeking an experienced Credit Portfolio Manager to lead our credit team in managing credit portfolios and implementing risk frameworks for client and proprietary trading activities.The ideal candidate will have a strong background in credit risk management, underwriting, and operations within financial services firms. Excellent communication and...

This role is responsible for overseeing the portfolio across all lines of business, ensuring accurate and timely performance monitoring. Key responsibilities include:Extracting data using available programming tools to inform business decisions.Developing and maintaining interactive dashboards to facilitate performance review.Monitoring portfolio performance...

As an Investment Portfolio Specialist, you will play a crucial role in helping our clients achieve their financial goals. You will be responsible for managing client portfolios, providing investment reviews and optimization strategies, and collaborating with the Fund Management team on asset allocation strategies.To succeed in this role, you will need to...

About Us:OCBC Bank is a leading financial institution committed to delivering exceptional investment advisory services to our clients. As a Treasury Specialist, you will play a crucial role in helping us achieve this goal.In this role, you will have the opportunity to work closely with our experienced team to develop and implement investment strategies that...

Job OverviewAmBank Group is seeking a highly skilled and experienced Investment Consultant & Insight to join our team. As an Investment Consultant & Insight, you will play a key role in providing investment portfolio solutions to clients based on their needs.

About the RoleThis is an exciting opportunity to join our team as a Portfolio Management Specialist and contribute to the success of CelcomDigi's strategic initiatives. The successful candidate will be responsible for overseeing portfolio activities and ensuring they follow the Project & Portfolio Management Framework (PPMF).The ideal candidate will have a...

Job SummaryThe Portfolio Management Executive will be responsible for leading key projects to ensure timely, within-budget, and within-scope delivery. This involves working closely with internal resources and third-party vendors to guarantee project success.Key Responsibilities:Develop and manage project plans to track progress.Work collaboratively with...

We are seeking a highly skilled and licensed Private Wealth Manager to join our team in Kuala Lumpur. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing them with comprehensive financial planning services, and ensuring the preservation and growth of their wealth.Key Responsibilities:Develop and maintain...

About UsFunding Societies Group is the largest SME digital financing platform in Southeast Asia, expanding into a leading SME neobank. We are licensed and registered in multiple countries, backed by prominent investors.Job OverviewWe are seeking an experienced SME Portfolio Growth Manager to join our team. As a key member of our sales and marketing...

At American International Group, we are seeking an experienced Insurance Portfolio Manager to lead our commercial sales efforts. As a key member of our team, you will be responsible for driving business growth, managing client relationships, and developing strategic plans to achieve our goals.The ideal candidate will have a proven track record of success in...

Aon is in the business of better decisionsWe shape decisions for the better to protect and enrich the lives of people around the world. At Aon, we are united through trust as one inclusive, diverse team.Our organization is passionate about helping our colleagues and clients succeed.Key Responsibilities:Assist in servicing a portfolio of clients and new...

Job Summary:The Strategic Portfolio Manager will be responsible for managing one or more portfolios of securities with different investment mandates and guidelines. The role requires a high level of discretion to invest in assets and is accountable for making investment decisions that maximize returns while minimizing risk.Main Responsibilities:Maximise the...