Asia Institutional CPM — Cross-Border Asset Management

CLSA Limited

Singapore

Sur place

SGD 120 000 - 180 000

Plein temps

Il y a 2 jours
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Résumé du poste

CLSA Limited is seeking a Client Portfolio Manager to expand institutional clients across Singapore and ASEAN. You will lead sales strategy, promote equities, fixed income and multi-asset solutions, and tailor proposals to meet client objectives and regulatory constraints.

You will deepen relationships with banks, insurers, corporates and large investors while coordinating with investment, product and compliance teams to deliver seamless client solutions and drive cross-border business growth.

Qualifications

  • Bachelor's degree or above in Finance, Business, Economics or related fields.

Responsabilités

  • Design and execute a targeted sales and investment strategy to acquire and retain institutional clients in Singapore and ASEAN.
  • Lead the promotion of the firm’s investment products across equities, fixed income, and multi-asset strategies.
  • Conduct deep-dive analysis of client portfolios to align offerings with objectives, regulatory constraints, and risk appetite.
  • Monitor macroeconomic and regulatory trends to identify growth opportunities and strengthen client solutions.
  • Develop tailored pitch books, thought leadership content, and client proposals; maintain CRM tracking and pipeline.
  • Collaborate with investment, product, and compliance teams to ensure seamless delivery and report progress to senior management.

Connaissances

Strategic thinking
Entrepreneurial drive
English & Mandarin fluency
Stakeholder communication
Network across banks/insurers/sovereig

Formation

Bachelor's degree in Finance / Business / Economics

Outils

CRM systems
Bloomberg
PowerPoint/Excel

Description du poste

CLSA Limited is seeking a Client Portfolio Manager to expand institutional clients across Singapore and ASEAN. You will lead sales strategy, promote equities, fixed income and multi-asset solutions, and tailor proposals to meet client objectives and regulatory constraints.

You will deepen relationships with banks, insurers, corporates and large investors while coordinating with investment, product and compliance teams to deliver seamless client solutions and drive cross-border business growth.

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