Client Portfolio Manager, Asset Management

CLSA Limited; Singapore; Presencial; SGD 120.000 - 180.000; Jornada completa

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Strategic thinking

Entrepreneurial drive

English & Mandarin fluency

Stakeholder communication

Network across banks/insurers/sovereig

Educación

Bachelor's degree in Finance / Business / Economics

Herramientas

CRM systems

Bloomberg

PowerPoint/Excel

Descripción del empleo

Client Portfolio Manager, Asset Management# CITIC Securities International Careers## Client Portfolio Manager, Asset ManagementApply: Singapore: Full time: Posted Today: JR003442# **Position Description**We seek a dynamic and results-driven professional with expertise in Client Portfolio Manager (CPM) to lead the expansion of our institutional client base and investment capabilities in Singapore and ASEAN markets. Depending on the successful candidate’s background and strengths, this role will drive client acquisition, enhancing investment solution offerings, and/or diversifying investment strategies. The individual will be responsible for deepening relationships with banks, insurance companies, corporates and large-scale investors, while supporting the firm’s global growth strategy. The ideal candidate will combine strategic vision with hands-on execution to diversify revenue streams, broaden product capabilities, and enhance cross-border business development. This role presents an exciting opportunity to work alongside a high-calibre team to deliver innovative cross-border investment solutions, with strong potential for long-term career development and advancement.# **Key Areas of Responsibilities*** Design and execute a targeted sales and investment strategy to acquire and retain institutional clients, with a focus on Singapore and ASEAN markets.* Lead the promotion of the firm’s investment products, including equities, fixed income, multi-asset strategies.* Conduct deep-dive analysis of client portfolios to align offerings with their investment objectives, regulatory constraints, and risk appetite.* Monitor macroeconomic trends, regulatory changes, and competitor activity to identify growth opportunities.* Develop tailored pitch books, thought leadership content, and client-specific proposals to articulate value propositions.* Maintain CRM tracking to optimize client engagement and pipeline management.* Partner with investment, product, and compliance teams to ensure seamless delivery of client solutions.* Deliver regular updates to senior management on sales and investment metrics, client feedback, and market penetration progress. # **Requirement**s* Bachelor’s degree or above in Finance, Business, Economics or related fields.* At least 3 years of institutional sales, CPM or Investment Specialist experience in asset management, private banking, or investment services, with a proven track record in servicing Singapore, ASEAN and international clients and deep understanding of institutional investor needs.* Existing network across banks, insurers, corporates, or sovereign wealth funds is highly advantageous.* Strategic mindset: Ability to translate market insights into actionable business plans.* Entrepreneurial drive to thrive in a fast-paced, growth-oriented environment.* Exceptional communication skills with fluency in English and Mandarin (written and spoken) due to need to liaise with various stakeholders (including Chinese clients).* Proficiency in CRM systems, Bloomberg, and advanced PowerPoint/Excel for data-driven storytelling is preferred.**Stay informed on CITIC Securities International Job Opportunities**Not the right fit? You can create a **job alert** to receive our latest job openings that meet your interest.### About UsCITIC Securities International is a wholly owned subsidiary of CITIC Securities and its overseas business platform. Our award-winning research, extensive footprint in Asia, direct links to China and highly experienced finance professionals set us apart within the industry. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC Securities International is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China. CITIC Securities International operates from 13 countries across Asia, Australia, Europe and the Americas. We offer comprehensives financial solutions to a large and diverse client base that includes global institutional investors, corporations, governments and high-net-worth individuals.