Client Portfolio Manager, Asset Management

citicclsa; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Citi CLSA in Singapore seeks a dynamic Client Portfolio Manager to expand our institutional client base and investment capabilities across Singapore and ASEAN. You will drive client acquisition, broaden product offerings, and deepen cross-border business development with banks, insurers, corporates, and large investors.

The role blends strategic vision with hands-on execution, offering strong career progression.

Qualifications

• Bachelor's degree or above in Finance, Business, Economics or related fields.
• At least 3 years of institutional sales, CPM or Investment Specialist experience.
• Experience servicing Singapore, ASEAN and international clients.
• Existing network across banks, insurers, corporates, or sovereign wealth funds is advantageous.
• Strategic mindset: translate market insights into actionable business plans.
• Entrepreneurial drive to thrive in a fast-paced, growth-oriented environment.
• Excellent communication skills with fluency in English and Mandarin (written and spoken).
• Proficiency in CRM systems, Bloomberg, and advanced PowerPoint/Excel for data-driven storytelling.

Responsibilities

• 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, including equities, fixed income, multi-asset strategies.
• Conduct deep-dive analysis of client portfolios to align offerings with objectives, 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.
• 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.

Skills

Institutional sales

CPM / Investment Specialist experience

Strategic mindset

Entrepreneurial drive

Communication skills

English & Mandarin fluency

CRM systems

Bloomberg

PowerPoint/Excel

Education

Bachelor's degree or above in Finance/Business/Economics

Tools

CRM systems

Bloomberg

PowerPoint/Excel

Job description

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.