int(5022)
Singapore

Client Portfolio Manager, Private Bank

Our client is an International Private Bank with a strong Global and Asia presence, looking to hire a Client Portfolio Manager. We are looking for experienced Client Portfolio Manager with solid experience in Private Banking or Asset Management.

Please contact Gerda Lau on +65 6850 7208 or Shao Yun Teo on +65 6850 7210 or email your cv directly in word format to privatebanking@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: R1981561

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Key responsibilities

  • Regular updates of marketing materials, client presentation and proposal for portfolio management team
  • Perform portfolio, performance attribution and contribution analysis
  • Broad investment product knowledge and analytical skills covering Fixed income, equities, FX etc.
  • Provide regular market insights, asset classes outlook and regularly introduce wealth preservation solutions to clients
  • Proficient in Bloomberg and Microsoft Office tools, especially Excel and PowerPoint

 

Role requirements

  • Degree in Finance / Economics and any related fields/ or CFA
  • 5 years of experience in the managing client relationships and portfolios, preferably with private banks or asset management companies
  • Strong analytical and financial skills
  • CACS Paper 1 and 2 completed