Client Portfolio Manager

17 hours ago


Pasig, National Capital Region, Philippines beBeeRelationship Full time ₱800,000 - ₱1,200,000
Job Description
  • Conduct thorough client suitability assessments prior to formulating comprehensive investment policies;
  • Regularly engage with clients to provide relevant updates and insights into our products and services;
  • Monitor and analyze client portfolio performance, communicating key findings to clients through regular reviews and analyses;
  • Develop and deliver training programs for relationship managers on current and allowable products and services;
  • Create and disseminate marketing materials to promote our offerings.
  • Collaborate with portfolio managers to optimize investments for trust accounts, identifying opportunities to maximize returns;
  • Produce regular market reviews and outlook pieces to inform clients and stakeholders;
  • Ensure transparent communication of investment portfolios and activities;
  • Support product development and enhancement initiatives;
  • Obtain necessary instructions from clients to facilitate investment transactions.
  • Provide analytical support in developing investment strategies and guidelines (e.g. asset allocation, active/passive mix and performance attribution);
  • Work closely with other marketing and sales channels to provide fund/market information, supporting sales and marketing efforts;
  • Offer ad hoc support to product development projects and enhancements to front office procedures;
  • Enter daily transactions into the system.

Required Skills and Qualifications
  • Mid-senior level experience in a related field;

Benefits

This role offers a unique opportunity to develop your skills and expertise while contributing to the success of our organization.


Others

Our company is committed to providing a supportive and dynamic work environment.



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