PORTFOLIO RELATIONSHIP MANAGER

Hammerjack Pty Ltd; Philippines; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

Hammerjack Pty Ltd seeks a Portfolio Relationship Manager to grow institutional client relationships by delivering investment solutions and proactive account servicing. You will drive business development, manage portfolios, and collaborate with internal teams to meet client expectations and regulatory standards.

The role emphasizes account management, prospecting new clients, and maintaining accurate documentation to support revenue and asset growth in a dynamic market environment.

Qualifications

• Strong knowledge of investments, financial instruments, and markets.
• Proven experience in relationship management or institutional servicing.
• Excellent communication, presentation, and interpersonal skills.
• Ability to coordinate across multiple teams and manage complex client requirements.

Responsibilities

• Manage institutional accounts to deepen relationships, increase AUM, and expand product usage.
• Provide timely responses, portfolio reporting, and updates on investment strategies and market conditions.
• Coordinate with internal departments to ensure smooth delivery of client services and resolve issues.
• Prospect and acquire new institutional clients through referrals and targeted outreach.
• Prepare investment proposals, presentations, and documentation for client meetings and approvals.
• Maintain complete account records, client databases, and regulatory compliance.

Skills

Investment knowledge

Relationship management

Business development

Client servicing

Job description

The Portfolio Relationship Manager is responsible for managing and growing institutional client relationships by providing investment solutions, ensuring account servicing, and driving business development. The role focuses on account management, prospecting new clients, coordinating with internal teams, and maintaining accurate documentation to support revenue and asset growth.

Responsibilities

• Manage institutional accounts to deepen relationships, expand product usage, and increase assets under management (AUM).
• Provide timely responses, portfolio reporting, and updates on investment strategies and market conditions.
• Coordinate with internal departments to ensure smooth delivery of client services and resolve issues.
• Prospect and acquire new institutional clients through referrals, affiliates, and targeted outreach.
• Prepare investment proposals, presentations, and documentation for client meetings and approvals.
• Maintain complete account records, client databases, and compliance with regulatory requirements.

Qualifications

• Strong knowledge of investments, financial instruments, and the financial markets.
• Proven experience in relationship management, business development, or institutional account servicing.
• Excellent communication, presentation, and interpersonal skills.
• Ability to coordinate across multiple teams and manage complex client requirements.
• Strong organizational and documentation skills with attention to detail.