Client Portfolio Management Specialist

About the PositionWe are looking for an experienced Client Portfolio Manager to join our team. In this role, you will be responsible for managing client relationships, identifying business opportunities, and developing strategies to retain and grow existing accounts.Your primary objectives will include:Building and maintaining strong relationships with...

Job DescriptionThe Client Portfolio Executive will be responsible for overseeing the performance of a portfolio of clients and identifying opportunities for growth and improvement. This role requires a self-motivated individual with excellent analytical and problem-solving skills.Main ResponsibilitiesAnalyze client data to identify trends and areas for...

At Imperium Blaze Life Insurance Agency, we value expertise and teamwork. We are seeking a seasoned Senior Financial Portfolio Specialist to lead our junior financial consultants and drive business growth.The successful candidate will have extensive experience in financial planning, portfolio management, and client relationship building. They will be...

LondonAbout UsThe Financial Times is one of the world's leading news organisations, globally recognised for its authority, integrity and accuracy, with a mission to deliver quality information and services worldwide.At the FT, curiosity thrives and ambitious thinking is rewarded. Here, you're given the chance to reach millions, create work that matters and...

As a Program and Community Coordinator at WellAtSea Limited, you will play a vital role in managing client portfolios and ensuring the delivery of services in alignment with service-level agreements. This involves overseeing client engagement, portfolio management, coordinating with internal teams, and providing timely progress reports.Main...

At Globe, our goal is to create a wonderful world for our people, business, and nation. By uniting people of passion who believe they can make a difference, we are confident that we can achieve this goal.Job DescriptionThe Portfolio Manager provides strategic leadership for a designated sub-portfolio. Through in-depth market analysis, trend identification,...

About Yellow Brick RoadWe are a leading mortgage broking service provider in Australia, dedicated to helping individuals achieve their financial goals.Our team of experienced mortgage brokers understands the needs of our clients and provides personalized solutions to meet their unique requirements.Job DescriptionMortgage Portfolio ManagerWe are seeking an...

About MSCIWe are a global leader in the provision of critical decision support tools and services for the investment industry.Your RoleYou will be part of a dynamic team responsible for delivering exceptional client service and support.Develop a deep understanding of our application tool's user account maintenance and functionalities.Assist clients in...

**Job Overview**We are seeking an experienced Relationship Manager to join our team at AXA Philippines.The ideal candidate will have a proven track record in investment sales, with a focus on private wealth management and portfolio management of high net-worth clients.In this role, you will be responsible for building and maintaining strong relationships...

Bank of the Philippine Islands (BPI) invites applications for the position of Investment Strategist. As a key member of the team, you will play a pivotal role in driving business growth by offering expert investment guidance to discerning clients.Main Duties:Develop strategic market assessments, asset allocation suggestions, and security appraisals to...

Primarily responsible for relationship, business development, and account management of various Institutional Accounts.GENERAL ACCOUNTABILITYAccount Management/ MaintenanceCoordinatingProspectingDocumentation and ReportingAccount Management/ MaintenanceIncrease account penetration/ deepen relationship by expanding product usage and increasing amount of funds...

About the PositionWe are seeking a highly skilled Portfolio Manager to join our team. As a key member of our executive leadership, you will oversee financial operations across our diverse portfolio, including restaurant franchises, fitness franchises, and commercial retail real estate investments.The ideal candidate will be a results-driven professional with...

General Account Portfolio Manager Locations: Taguig City, National Capital Region (Manila) Time Type: Full time Posted on: Posted 3 Days Ago Job Requisition ID: JR00103774 You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts...

At MCI, we're committed to delivering exceptional customer experiences and driving business growth. We're seeking a talented individual to join our team as an Account Management Specialist.Job OverviewThis role involves overseeing and expanding a portfolio of long-term accounts, creating and implementing account growth strategies, identifying and qualifying...

Job Title: Client Relationship SpecialistWe are seeking a highly motivated Client Relationship Specialist to join our team at Thompson Property Management Corp. As a key member of our sales team, you will play a critical role in driving revenue growth and expanding our customer base.About the Role:Key ResponsibilitiesMaintain existing client relationships...

About the Role:The Strategic Portfolio Manager will lead the development and implementation of Generika Drugstore's portfolio strategy, ensuring alignment with market demand and driving growth and profitability.Key Responsibilities:Portfolio Management:Develop and implement a strategic plan for product portfolio management, including principles for managing...

Job SummaryWe are seeking a seasoned Sales or Consulting Professional to join our team at ContractKen Inc. as a Senior Portfolio Manager. The ideal candidate will have a proven track record of building and maintaining strong relationships with key clients, driving business growth, and delivering exceptional customer service.

Job Description:Role OverviewThe Investment Manager is responsible for ensuring the General Account portfolios (Life and GI) earn sufficient returns to meet policyholder liabilities and shareholder dividends. This involves direct portfolio management, robust investment research, reporting, introducing new investment outlets/asset classes, and updating...

We are seeking an organized and experienced Client Management Specialist to join our team as a Client Management Specialist. As a Client Management Specialist, you will play a vital role in developing and maintaining strong relationships with our clients.About Your ResponsibilitiesYou will work closely with our clients to understand their needs and...

We are looking for a talented Portfolio Growth Strategist to join our team at Metropolitan Bank & Trust Company.In this role, you will be responsible for developing and implementing business strategies to grow investment assets and sales volumes.You will work closely with Relationship Managers to provide investment products and services to high network...