
Investment Portfolio Manager
2 weeks ago
This role is part of Treasury - Distribution, focusing on servicing institutional clients with investment and hedging needs across Fixed Income, FX, and UITFs.
Key Responsibilities:- Service investment and hedging needs (Fixed Income, FX, UITFs) of institutional and QIB clients.
- Act as the main touchpoint for clients, ensuring professional and competitive execution of transactions.
- Collaborate with RBG and WM teams to support client portfolio growth.
- Deliver strong client servicing to generate business opportunities and deepen relationships.
- Monitor market trends and competitor offerings to enhance EastWest's product positioning.
- Contribute to increased revenue and CASA through client flows and cross-selling.
- University graduate, preferably in Math, Finance, Business Management, Accountancy, or related fields.
- Preferably with the following certifications: Treasury Certification Program, SEC Fixed Income Salesman, UITF Certification.
- Relevant experience in Treasury, Investments, or Institutional Client Management.
- Strong financial acumen, communication, and relationship-building skills.
- Ability to work independently while collaborating effectively with internal teams.
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